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
726
$864 ﹤0.01%
6
727
$857 ﹤0.01%
332
728
$849 ﹤0.01%
4
729
$845 ﹤0.01%
45
730
$840 ﹤0.01%
13
-29
731
$839 ﹤0.01%
36
732
$837 ﹤0.01%
9
733
$831 ﹤0.01%
47
-77
734
$827 ﹤0.01%
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-4
735
$822 ﹤0.01%
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-26
736
$807 ﹤0.01%
6
737
$806 ﹤0.01%
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-4
738
$804 ﹤0.01%
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739
$788 ﹤0.01%
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740
$787 ﹤0.01%
4
741
$784 ﹤0.01%
275
742
$778 ﹤0.01%
6
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743
$769 ﹤0.01%
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744
$762 ﹤0.01%
18
745
$753 ﹤0.01%
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746
$745 ﹤0.01%
6
747
$740 ﹤0.01%
10
748
$731 ﹤0.01%
4
749
$731 ﹤0.01%
10
750
$727 ﹤0.01%
33
28 29
30
31 32