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
651
$1.55K ﹤0.01%
327
652
$1.54K ﹤0.01%
10
+3
653
$1.53K ﹤0.01%
20
654
$1.53K ﹤0.01%
24
655
$1.53K ﹤0.01%
43
656
$1.53K ﹤0.01%
88
-8
657
$1.53K ﹤0.01%
24
658
$1.52K ﹤0.01%
183
+103
659
$1.52K ﹤0.01%
202
660
$1.5K ﹤0.01%
56
661
$1.49K ﹤0.01%
115
+14
662
$1.48K ﹤0.01%
5
663
$1.47K ﹤0.01%
110
664
$1.46K ﹤0.01%
207
+16
665
$1.42K ﹤0.01%
42
666
$1.41K ﹤0.01%
+38
667
$1.4K ﹤0.01%
53
668
$1.4K ﹤0.01%
39
+3
669
$1.39K ﹤0.01%
7
670
$1.38K ﹤0.01%
38
671
$1.37K ﹤0.01%
566
672
$1.35K ﹤0.01%
89
-25
673
$1.34K ﹤0.01%
49
674
$1.33K ﹤0.01%
176
675
$1.32K ﹤0.01%
103
25 26
27
28 29