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
626
$1.86K ﹤0.01%
65
-16
627
$1.85K ﹤0.01%
25
-23
628
$1.85K ﹤0.01%
120
629
$1.85K ﹤0.01%
+24
630
$1.85K ﹤0.01%
54
-22
631
$1.81K ﹤0.01%
14
632
$1.8K ﹤0.01%
30
+10
633
$1.78K ﹤0.01%
11
-4
634
$1.77K ﹤0.01%
+61
635
$1.76K ﹤0.01%
+27
636
$1.68K ﹤0.01%
161
-63
637
$1.66K ﹤0.01%
+16
638
$1.64K ﹤0.01%
11
639
$1.62K ﹤0.01%
24
640
$1.6K ﹤0.01%
39
641
$1.6K ﹤0.01%
+16
642
$1.59K ﹤0.01%
36
+28
643
$1.59K ﹤0.01%
10
+2
644
$1.59K ﹤0.01%
26
645
$1.59K ﹤0.01%
16
+2
646
$1.57K ﹤0.01%
5
+2
647
$1.57K ﹤0.01%
95
648
$1.56K ﹤0.01%
34
+3
649
$1.55K ﹤0.01%
34
650
$1.55K ﹤0.01%
46
24 25
26
27 28