AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,367
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.96M
3
+$1.81M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$841K
5
NVDA icon
NVIDIA
NVDA
+$511K

Top Sells

1
+$265K
2
+$229K
3
+$206K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$85.9K

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 2.75%
3 Financials 1.62%
4 Energy 1.13%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51.8K 0.02%
303
-3
177
$51.3K 0.02%
192
+29
178
$48.6K 0.02%
306
-4
179
$48.4K 0.02%
297
+1
180
$48.4K 0.02%
412
+20
181
$48.2K 0.02%
93
+7
182
$48.1K 0.02%
+1,066
183
$48K 0.02%
1,110
-138
184
$47.9K 0.02%
354
185
$47.4K 0.02%
196
186
$47.3K 0.02%
386
-56
187
$45.9K 0.02%
520
-49
188
$45.5K 0.02%
396
-177
189
$45.4K 0.02%
183
+1
190
$44.8K 0.01%
979
+686
191
$44.3K 0.01%
162
+13
192
$43.5K 0.01%
177
+5
193
$43.3K 0.01%
267
+222
194
$43.2K 0.01%
41
+4
195
$43K 0.01%
+683
196
$42.7K 0.01%
532
-3
197
$42.7K 0.01%
92
-2
198
$42.3K 0.01%
156
-2
199
$41.7K 0.01%
274
-3
200
$41.6K 0.01%
554
-17
6 7
8
9 10