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
301
$12.1K 0.01%
100
+33
302
$12K 0.01%
44
-21
303
$12K 0.01%
98
-2
304
$12K 0.01%
111
-11
305
$11.9K 0.01%
26
-9
306
$11.5K ﹤0.01%
369
307
$11.5K ﹤0.01%
179
308
$11.2K ﹤0.01%
56
309
$11.1K ﹤0.01%
+74
310
$11K ﹤0.01%
53
-1
311
$11K ﹤0.01%
141
312
$10.9K ﹤0.01%
67
+28
313
$10.9K ﹤0.01%
515
+6
314
$10.8K ﹤0.01%
77
-37
315
$10.7K ﹤0.01%
418
+59
316
$10.6K ﹤0.01%
86
+15
317
$10.6K ﹤0.01%
88
-16
318
$10.6K ﹤0.01%
344
-12
319
$10.6K ﹤0.01%
109
+7
320
$10.5K ﹤0.01%
64
-22
321
$10.5K ﹤0.01%
43
+1
322
$10.5K ﹤0.01%
154
+18
323
$10.4K ﹤0.01%
72
+11
324
$10.4K ﹤0.01%
599
+79
325
$10.3K ﹤0.01%
251
-113
11 12
13
14 15