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
701
$1.16K ﹤0.01%
71
702
$1.16K ﹤0.01%
118
703
$1.16K ﹤0.01%
40
704
$1.14K ﹤0.01%
3
705
$1.12K ﹤0.01%
74
706
$1.12K ﹤0.01%
10
707
$1.09K ﹤0.01%
10
708
$1.06K ﹤0.01%
32
709
$1.05K ﹤0.01%
15
-1
710
$1K ﹤0.01%
78
711
$992 ﹤0.01%
265
712
$981 ﹤0.01%
10
713
$957 ﹤0.01%
9
+4
714
$954 ﹤0.01%
4
715
$946 ﹤0.01%
5
716
$945 ﹤0.01%
63
717
$928 ﹤0.01%
6
718
$925 ﹤0.01%
12
719
$920 ﹤0.01%
13
720
$892 ﹤0.01%
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721
$887 ﹤0.01%
6
722
$886 ﹤0.01%
27
723
$880 ﹤0.01%
55
724
$873 ﹤0.01%
6
725
$873 ﹤0.01%
54
27 28
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30 31