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
676
$1.29K ﹤0.01%
15
-10
677
$1.29K ﹤0.01%
24
678
$1.28K ﹤0.01%
48
679
$1.28K ﹤0.01%
14
-7
680
$1.27K ﹤0.01%
22
-10
681
$1.27K ﹤0.01%
22
+1
682
$1.27K ﹤0.01%
17
683
$1.26K ﹤0.01%
+23
684
$1.26K ﹤0.01%
8
685
$1.25K ﹤0.01%
+25
686
$1.25K ﹤0.01%
8
687
$1.24K ﹤0.01%
46
-7
688
$1.24K ﹤0.01%
60
+4
689
$1.23K ﹤0.01%
+100
690
$1.23K ﹤0.01%
+9
691
$1.2K ﹤0.01%
12
692
$1.2K ﹤0.01%
11
693
$1.2K ﹤0.01%
11
694
$1.2K ﹤0.01%
31
695
$1.19K ﹤0.01%
89
696
$1.19K ﹤0.01%
6
697
$1.19K ﹤0.01%
244
+24
698
$1.19K ﹤0.01%
25
+16
699
$1.18K ﹤0.01%
183
+6
700
$1.17K ﹤0.01%
13
26 27
28
29 30