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
51
$207K 0.09%
1,392
52
$197K 0.08%
1,915
+34
53
$192K 0.08%
819
+298
54
$191K 0.08%
830
+11
55
$186K 0.08%
1,715
+8
56
$185K 0.08%
1,186
+24
57
$173K 0.07%
1,191
-12
58
$169K 0.07%
1,113
+275
59
$168K 0.07%
556
-6
60
$165K 0.07%
978
-4
61
$164K 0.07%
5,983
-11,781
62
$153K 0.07%
9,237
-111
63
$149K 0.06%
295
+35
64
$148K 0.06%
508
-1
65
$147K 0.06%
1,875
66
$139K 0.06%
3,690
67
$137K 0.06%
458
+29
68
$127K 0.05%
1,441
-241
69
$117K 0.05%
4,980
+1,536
70
$117K 0.05%
295
+5
71
$111K 0.05%
546
+9
72
$104K 0.04%
1,108
+41
73
$102K 0.04%
417
74
$102K 0.04%
1,905
+114
75
$99.9K 0.04%
1,513
+7
1 2
3
4 5