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
426
$6.08K ﹤0.01%
80
+23
427
$6.07K ﹤0.01%
2,100
+29
428
$6.05K ﹤0.01%
441
-100
429
$5.94K ﹤0.01%
33
430
$5.91K ﹤0.01%
25
+4
431
$5.9K ﹤0.01%
49
+16
432
$5.8K ﹤0.01%
143
+21
433
$5.78K ﹤0.01%
13
434
$5.76K ﹤0.01%
103
435
$5.75K ﹤0.01%
54
-4
436
$5.73K ﹤0.01%
107
437
$5.67K ﹤0.01%
125
438
$5.66K ﹤0.01%
71
439
$5.65K ﹤0.01%
62
440
$5.6K ﹤0.01%
204
-12
441
$5.56K ﹤0.01%
80
-15
442
$5.54K ﹤0.01%
84
+4
443
$5.47K ﹤0.01%
110
444
$5.44K ﹤0.01%
27
-13
445
$5.43K ﹤0.01%
26
-1
446
$5.43K ﹤0.01%
47
447
$5.43K ﹤0.01%
57
448
$5.38K ﹤0.01%
94
+13
449
$5.36K ﹤0.01%
230
450
$5.33K ﹤0.01%
20
-9
16 17
18
19 20