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
451
$5.31K ﹤0.01%
68
452
$5.3K ﹤0.01%
70
-5
453
$5.27K ﹤0.01%
26
+3
454
$5.23K ﹤0.01%
148
455
$5.2K ﹤0.01%
41
456
$5.13K ﹤0.01%
47
+5
457
$5.08K ﹤0.01%
2
458
$5.05K ﹤0.01%
227
-17
459
$5.04K ﹤0.01%
58
+9
460
$5.04K ﹤0.01%
173
-40
461
$4.97K ﹤0.01%
142
462
$4.95K ﹤0.01%
109
463
$4.91K ﹤0.01%
277
+2
464
$4.91K ﹤0.01%
105
465
$4.88K ﹤0.01%
53
-8
466
$4.88K ﹤0.01%
173
467
$4.84K ﹤0.01%
300
-142
468
$4.84K ﹤0.01%
250
469
$4.82K ﹤0.01%
76
-6
470
$4.82K ﹤0.01%
87
471
$4.81K ﹤0.01%
14
+2
472
$4.77K ﹤0.01%
208
473
$4.76K ﹤0.01%
113
-18
474
$4.74K ﹤0.01%
+136
475
$4.7K ﹤0.01%
136
-19
17 18
19
20 21