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
251
$15.8K 0.01%
191
+29
252
$15.6K 0.01%
73
253
$15.5K 0.01%
336
-8
254
$15.4K 0.01%
120
255
$15.3K 0.01%
78
-11
256
$15.3K 0.01%
290
+50
257
$15.3K 0.01%
68
258
$15.2K 0.01%
120
+10
259
$15.2K 0.01%
167
260
$15.1K 0.01%
432
261
$15.1K 0.01%
154
262
$15K 0.01%
379
263
$15K 0.01%
200
+2
264
$14.9K 0.01%
118
+34
265
$14.8K 0.01%
69
+15
266
$14.8K 0.01%
252
267
$14.7K 0.01%
75
268
$14.7K 0.01%
188
-72
269
$14.6K 0.01%
545
-57
270
$14.5K 0.01%
57
-1
271
$14.5K 0.01%
475
+95
272
$14.4K 0.01%
202
+4
273
$14.3K 0.01%
524
274
$14.1K 0.01%
309
275
$14.1K 0.01%
91
+3
9 10
11
12 13