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
576
$2.69K ﹤0.01%
19
+3
577
$2.68K ﹤0.01%
22
+1
578
$2.66K ﹤0.01%
+59
579
$2.65K ﹤0.01%
165
580
$2.61K ﹤0.01%
141
581
$2.58K ﹤0.01%
37
582
$2.57K ﹤0.01%
53
-3
583
$2.56K ﹤0.01%
10
-6
584
$2.55K ﹤0.01%
28
-10
585
$2.48K ﹤0.01%
50
-20
586
$2.47K ﹤0.01%
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-2
587
$2.46K ﹤0.01%
22
588
$2.45K ﹤0.01%
62
589
$2.45K ﹤0.01%
168
590
$2.38K ﹤0.01%
139
591
$2.38K ﹤0.01%
17
592
$2.37K ﹤0.01%
70
-14
593
$2.36K ﹤0.01%
34
594
$2.36K ﹤0.01%
56
-20
595
$2.36K ﹤0.01%
51
-1
596
$2.36K ﹤0.01%
34
-10
597
$2.34K ﹤0.01%
27
598
$2.33K ﹤0.01%
+100
599
$2.32K ﹤0.01%
126
-30
600
$2.32K ﹤0.01%
31
+5
22 23
24
25 26