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
26
$1.01M 0.43%
12,130
+10
27
$1.01M 0.43%
33,411
+6,255
28
$831K 0.35%
48,960
+3,700
29
$705K 0.3%
5,548
+1,160
30
$632K 0.27%
8,240
-4,378
31
$625K 0.27%
4,553
-358
32
$545K 0.23%
30,000
+620
33
$494K 0.21%
11,350
+180
34
$468K 0.2%
19,528
+751
35
$459K 0.2%
12,092
-3,335
36
$458K 0.19%
810
+482
37
$447K 0.19%
3,394
+204
38
$419K 0.18%
2,292
+34
39
$392K 0.17%
6,064
+51
40
$370K 0.16%
2,824
+90
41
$351K 0.15%
1,289
+161
42
$340K 0.14%
2,331
+10
43
$326K 0.14%
6,540
44
$309K 0.13%
5,743
-395
45
$276K 0.12%
1,029
+20
46
$262K 0.11%
3,795
+11
47
$235K 0.1%
1,997
-610
48
$230K 0.1%
1,664
+237
49
$214K 0.09%
3,065
-115
50
$212K 0.09%
1,364
+134
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