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
351
$8.98K ﹤0.01%
23
+1
352
$8.95K ﹤0.01%
43
353
$8.94K ﹤0.01%
129
-6
354
$8.88K ﹤0.01%
105
355
$8.87K ﹤0.01%
67
+17
356
$8.81K ﹤0.01%
52
+4
357
$8.75K ﹤0.01%
20
358
$8.73K ﹤0.01%
12
+2
359
$8.7K ﹤0.01%
106
-2
360
$8.69K ﹤0.01%
43
+8
361
$8.66K ﹤0.01%
89
362
$8.66K ﹤0.01%
144
363
$8.61K ﹤0.01%
200
+50
364
$8.51K ﹤0.01%
145
-21
365
$8.47K ﹤0.01%
200
366
$8.45K ﹤0.01%
196
+8
367
$8.35K ﹤0.01%
91
+4
368
$8.35K ﹤0.01%
367
369
$8.24K ﹤0.01%
17
+3
370
$8.06K ﹤0.01%
133
+18
371
$8.01K ﹤0.01%
79
-17
372
$7.98K ﹤0.01%
123
+5
373
$7.94K ﹤0.01%
18
-1
374
$7.92K ﹤0.01%
179
375
$7.92K ﹤0.01%
18
+2
13 14
15
16 17