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
326
$10.2K ﹤0.01%
36
+4
327
$10.1K ﹤0.01%
240
+12
328
$9.82K ﹤0.01%
166
+1
329
$9.82K ﹤0.01%
220
-71
330
$9.81K ﹤0.01%
130
+17
331
$9.81K ﹤0.01%
31
-6
332
$9.69K ﹤0.01%
292
333
$9.69K ﹤0.01%
90
+10
334
$9.67K ﹤0.01%
114
+2
335
$9.63K ﹤0.01%
321
+1
336
$9.47K ﹤0.01%
234
-13
337
$9.41K ﹤0.01%
304
338
$9.39K ﹤0.01%
66
+5
339
$9.35K ﹤0.01%
41
+3
340
$9.29K ﹤0.01%
211
+24
341
$9.28K ﹤0.01%
88
+8
342
$9.21K ﹤0.01%
46
-17
343
$9.21K ﹤0.01%
278
-6
344
$9.21K ﹤0.01%
40
+6
345
$9.17K ﹤0.01%
70
+2
346
$9.12K ﹤0.01%
200
347
$9.12K ﹤0.01%
165
-14
348
$9.11K ﹤0.01%
44
+12
349
$9.03K ﹤0.01%
+450
350
$8.99K ﹤0.01%
267
+20
12 13
14
15 16