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
376
$7.89K ﹤0.01%
65
377
$7.87K ﹤0.01%
249
-40
378
$7.82K ﹤0.01%
71
379
$7.74K ﹤0.01%
66
-16
380
$7.73K ﹤0.01%
150
-84
381
$7.72K ﹤0.01%
234
-7
382
$7.68K ﹤0.01%
70
+9
383
$7.63K ﹤0.01%
11
384
$7.6K ﹤0.01%
38
385
$7.59K ﹤0.01%
141
+36
386
$7.58K ﹤0.01%
54
387
$7.56K ﹤0.01%
46
388
$7.44K ﹤0.01%
90
+1
389
$7.34K ﹤0.01%
79
-3
390
$7.32K ﹤0.01%
116
-19
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$7.28K ﹤0.01%
51
-8
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$7.25K ﹤0.01%
49
+29
393
$7.22K ﹤0.01%
172
+10
394
$7.12K ﹤0.01%
105
+1
395
$6.95K ﹤0.01%
47
+5
396
$6.92K ﹤0.01%
+73
397
$6.84K ﹤0.01%
89
-4
398
$6.79K ﹤0.01%
8
+1
399
$6.79K ﹤0.01%
+94
400
$6.73K ﹤0.01%
201
14 15
16
17 18