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
1
$39M 12.96%
333,749
+17,248
2
$36M 11.97%
627,838
+31,612
3
$34.4M 11.43%
339,829
+19,387
4
$25.6M 8.51%
485,179
-2,257
5
$19.8M 6.58%
34,347
+403
6
$17.3M 5.73%
763,014
-11,703
7
$13M 4.31%
24,611
+1,594
8
$11.6M 3.86%
49,059
-335
9
$11.1M 3.67%
39,080
+1,012
10
$8.07M 2.68%
34,655
+749
11
$7.68M 2.55%
98,416
-2,645
12
$7.46M 2.48%
155,912
+1,061
13
$4.74M 1.57%
18,099
+1,378
14
$4.07M 1.35%
41,754
+21
15
$3.58M 1.19%
13,609
-870
16
$3.23M 1.07%
5,624
+770
17
$2.8M 0.93%
30,754
-700
18
$2.42M 0.8%
5,628
-20
19
$2.13M 0.71%
12,362
+2
20
$1.87M 0.62%
15,421
+4,210
21
$1.72M 0.57%
15,858
+1,005
22
$1.71M 0.57%
9,204
+561
23
$1.71M 0.57%
66,350
+352
24
$1.65M 0.55%
13,151
-151
25
$1.64M 0.55%
24,314
+34
1
2 3 4 5