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
551
$3.23K ﹤0.01%
+109
552
$3.19K ﹤0.01%
15
553
$3.17K ﹤0.01%
192
-100
554
$3.16K ﹤0.01%
+66
555
$3.08K ﹤0.01%
175
-22
556
$3.05K ﹤0.01%
61
-27
557
$3.01K ﹤0.01%
21
558
$3.01K ﹤0.01%
590
559
$2.96K ﹤0.01%
45
560
$2.96K ﹤0.01%
44
-10
561
$2.96K ﹤0.01%
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-10
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$2.94K ﹤0.01%
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563
$2.92K ﹤0.01%
17
564
$2.87K ﹤0.01%
+81
565
$2.85K ﹤0.01%
11
+2
566
$2.84K ﹤0.01%
76
567
$2.84K ﹤0.01%
57
+4
568
$2.81K ﹤0.01%
28
569
$2.8K ﹤0.01%
14
+2
570
$2.79K ﹤0.01%
22
571
$2.77K ﹤0.01%
75
-32
572
$2.75K ﹤0.01%
15
-2
573
$2.74K ﹤0.01%
21
574
$2.74K ﹤0.01%
77
-17
575
$2.7K ﹤0.01%
39
21 22
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24 25