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
401
$6.7K ﹤0.01%
33
+4
402
$6.66K ﹤0.01%
104
-19
403
$6.63K ﹤0.01%
63
404
$6.61K ﹤0.01%
281
+3
405
$6.6K ﹤0.01%
272
406
$6.57K ﹤0.01%
89
+19
407
$6.55K ﹤0.01%
35
408
$6.55K ﹤0.01%
32
+2
409
$6.51K ﹤0.01%
69
+1
410
$6.43K ﹤0.01%
42
411
$6.43K ﹤0.01%
25
-4
412
$6.41K ﹤0.01%
59
+5
413
$6.34K ﹤0.01%
109
+2
414
$6.3K ﹤0.01%
+69
415
$6.29K ﹤0.01%
52
-28
416
$6.26K ﹤0.01%
23
-6
417
$6.2K ﹤0.01%
77
418
$6.2K ﹤0.01%
60
+13
419
$6.16K ﹤0.01%
12
+1
420
$6.16K ﹤0.01%
80
421
$6.16K ﹤0.01%
41
422
$6.15K ﹤0.01%
55
-5
423
$6.13K ﹤0.01%
110
+100
424
$6.1K ﹤0.01%
31
+2
425
$6.08K ﹤0.01%
7
+2
15 16
17
18 19