AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
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
+$1.95M
2
+$1.93M
3
+$1.71M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$810K
5
NVDA icon
NVIDIA
NVDA
+$497K

Top Sells

1
+$255K
2
+$221K
3
+$198K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$115K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$82.8K

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
1076
$234 ﹤0.01%
+10
1077
$233 ﹤0.01%
4
-2
1078
$232 ﹤0.01%
38
1079
$232 ﹤0.01%
3
-1
1080
$232 ﹤0.01%
4
-4
1081
$231 ﹤0.01%
6
-1
1082
$230 ﹤0.01%
8
1083
$229 ﹤0.01%
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1084
$229 ﹤0.01%
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-10
1085
$229 ﹤0.01%
5
-5
1086
$228 ﹤0.01%
3
1087
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5
+4
1088
$228 ﹤0.01%
+4
1089
$228 ﹤0.01%
12
-3
1090
$227 ﹤0.01%
3
-4
1091
$227 ﹤0.01%
2
-3
1092
$226 ﹤0.01%
3
-2
1093
$225 ﹤0.01%
1
1094
$225 ﹤0.01%
59
-19
1095
$225 ﹤0.01%
+5
1096
$225 ﹤0.01%
+3
1097
$224 ﹤0.01%
2
1098
$223 ﹤0.01%
+11
1099
$223 ﹤0.01%
12
-9
1100
$223 ﹤0.01%
6
42 43
44
45 46