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
201
$41.4K 0.01%
67
202
$41.3K 0.01%
313
-31
203
$40.8K 0.01%
265
+175
204
$40.7K 0.01%
85
205
$40K 0.01%
223
206
$39.7K 0.01%
927
-147
207
$39.6K 0.01%
500
208
$39.4K 0.01%
1,220
+14
209
$39.1K 0.01%
83
210
$38.7K 0.01%
404
+32
211
$38.6K 0.01%
1,007
212
$38.5K 0.01%
222
+13
213
$38.1K 0.01%
201
+7
214
$38K 0.01%
205
-4
215
$37.5K 0.01%
903
+3
216
$37.5K 0.01%
92
217
$35.8K 0.01%
234
+87
218
$35.8K 0.01%
69
+10
219
$35.6K 0.01%
118
+1
220
$35.4K 0.01%
175
+3
221
$34.3K 0.01%
1,185
+16
222
$34.1K 0.01%
544
+225
223
$33.5K 0.01%
124
224
$33.1K 0.01%
136
+38
225
$33K 0.01%
242
+2
7 8
9
10 11