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
276
$14K 0.01%
+187
277
$14K 0.01%
53
278
$14K 0.01%
263
+50
279
$13.9K 0.01%
456
280
$13.9K 0.01%
32
+2
281
$13.9K 0.01%
264
+1
282
$13.8K 0.01%
60
+3
283
$13.7K 0.01%
149
-237
284
$13.7K 0.01%
539
285
$13.6K 0.01%
267
-13
286
$13.6K 0.01%
368
287
$13.5K 0.01%
1,427
+359
288
$13.3K 0.01%
252
+27
289
$13.2K 0.01%
117
-13
290
$13.2K 0.01%
130
291
$13K 0.01%
350
292
$12.9K 0.01%
338
293
$12.9K 0.01%
55
-9
294
$12.9K 0.01%
28
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295
$12.8K 0.01%
39
-5
296
$12.7K 0.01%
210
+15
297
$12.7K 0.01%
218
-4
298
$12.7K 0.01%
39
+3
299
$12.5K 0.01%
1,004
-122
300
$12.1K 0.01%
178
-14
10 11
12
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