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
476
$4.68K ﹤0.01%
58
477
$4.66K ﹤0.01%
43
-1
478
$4.65K ﹤0.01%
96
479
$4.64K ﹤0.01%
45
+13
480
$4.63K ﹤0.01%
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481
$4.62K ﹤0.01%
118
-13
482
$4.62K ﹤0.01%
32
-4
483
$4.61K ﹤0.01%
226
484
$4.6K ﹤0.01%
18
485
$4.58K ﹤0.01%
30
-4
486
$4.57K ﹤0.01%
25
-2
487
$4.55K ﹤0.01%
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488
$4.54K ﹤0.01%
148
489
$4.5K ﹤0.01%
12
-1
490
$4.5K ﹤0.01%
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-12
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$4.47K ﹤0.01%
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-10
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$4.46K ﹤0.01%
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-5
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$4.45K ﹤0.01%
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-8
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$4.45K ﹤0.01%
59
-31
495
$4.4K ﹤0.01%
41
-5
496
$4.35K ﹤0.01%
54
+1
497
$4.32K ﹤0.01%
260
-36
498
$4.28K ﹤0.01%
75
499
$4.26K ﹤0.01%
49
500
$4.23K ﹤0.01%
38
-4
18 19
20
21 22