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
$235M
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.01M
3
+$1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$848K
5
AAPL icon
Apple
AAPL
+$660K

Top Sells

1
+$397K
2
+$336K
3
+$323K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$266K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$126K

Sector Composition

1 Technology 4.41%
2 Consumer Discretionary 2.93%
3 Energy 1.04%
4 Financials 0.93%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.2K 0.01%
149
-9
227
$19.2K 0.01%
137
228
$18.9K 0.01%
423
+57
229
$18.8K 0.01%
260
+2
230
$18.2K 0.01%
300
231
$18.1K 0.01%
327
232
$17.8K 0.01%
71
+2
233
$17.8K 0.01%
102
-2
234
$17.8K 0.01%
80
235
$17.4K 0.01%
50
+3
236
$17.1K 0.01%
111
+14
237
$16.9K 0.01%
136
+98
238
$16.9K 0.01%
108
239
$16.7K 0.01%
2,045
240
$16.6K 0.01%
119
-3
241
$16.5K 0.01%
51
-13
242
$16.3K 0.01%
191
-3
243
$16.3K 0.01%
93
-14
244
$16.3K 0.01%
436
245
$16.2K 0.01%
332
246
$16.2K 0.01%
152
-5
247
$16.1K 0.01%
238
248
$15.9K 0.01%
66
+1
249
$15.9K 0.01%
220
-52
250
$15.8K 0.01%
226
+23
8 9
10
11 12