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
601
$2.29K ﹤0.01%
99
602
$2.28K ﹤0.01%
19
-4
603
$2.28K ﹤0.01%
40
604
$2.25K ﹤0.01%
22
605
$2.23K ﹤0.01%
126
606
$2.22K ﹤0.01%
2
-2
607
$2.21K ﹤0.01%
13
-1
608
$2.2K ﹤0.01%
52
+5
609
$2.1K ﹤0.01%
85
+75
610
$2.06K ﹤0.01%
24
611
$2.05K ﹤0.01%
30
-3
612
$2.02K ﹤0.01%
66
613
$2.01K ﹤0.01%
30
614
$1.99K ﹤0.01%
18
-1
615
$1.98K ﹤0.01%
48
616
$1.98K ﹤0.01%
16
-7
617
$1.98K ﹤0.01%
51
618
$1.97K ﹤0.01%
80
619
$1.97K ﹤0.01%
33
620
$1.96K ﹤0.01%
10
-1
621
$1.95K ﹤0.01%
79
622
$1.94K ﹤0.01%
26
623
$1.92K ﹤0.01%
7
-1
624
$1.91K ﹤0.01%
23
625
$1.87K ﹤0.01%
87
23 24
25
26 27