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
501
$4.16K ﹤0.01%
53
-17
502
$4.16K ﹤0.01%
45
503
$4.16K ﹤0.01%
102
504
$4.12K ﹤0.01%
58
-29
505
$4.05K ﹤0.01%
72
+8
506
$4.01K ﹤0.01%
14
-5
507
$4.01K ﹤0.01%
40
+2
508
$4K ﹤0.01%
150
509
$3.96K ﹤0.01%
365
-3
510
$3.95K ﹤0.01%
62
511
$3.94K ﹤0.01%
8
512
$3.94K ﹤0.01%
9
513
$3.94K ﹤0.01%
+49
514
$3.92K ﹤0.01%
145
+45
515
$3.92K ﹤0.01%
42
-2
516
$3.9K ﹤0.01%
45
+8
517
$3.87K ﹤0.01%
38
518
$3.84K ﹤0.01%
114
-119
519
$3.8K ﹤0.01%
260
-250
520
$3.75K ﹤0.01%
55
521
$3.74K ﹤0.01%
77
+11
522
$3.71K ﹤0.01%
137
+7
523
$3.69K ﹤0.01%
9
524
$3.69K ﹤0.01%
32
-1
525
$3.69K ﹤0.01%
97
-14
19 20
21
22 23