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
526
$3.69K ﹤0.01%
73
+10
527
$3.67K ﹤0.01%
86
-12
528
$3.67K ﹤0.01%
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-3
529
$3.66K ﹤0.01%
21
-1
530
$3.62K ﹤0.01%
68
531
$3.61K ﹤0.01%
56
532
$3.6K ﹤0.01%
14
+6
533
$3.6K ﹤0.01%
39
534
$3.6K ﹤0.01%
9
-2
535
$3.58K ﹤0.01%
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536
$3.58K ﹤0.01%
34
537
$3.53K ﹤0.01%
6
538
$3.52K ﹤0.01%
384
+43
539
$3.52K ﹤0.01%
35
540
$3.51K ﹤0.01%
16
541
$3.5K ﹤0.01%
47
-1
542
$3.5K ﹤0.01%
37
543
$3.48K ﹤0.01%
34
544
$3.46K ﹤0.01%
85
545
$3.46K ﹤0.01%
201
+10
546
$3.36K ﹤0.01%
40
547
$3.34K ﹤0.01%
60
548
$3.33K ﹤0.01%
526
549
$3.26K ﹤0.01%
33
550
$3.23K ﹤0.01%
16
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