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
751
$718 ﹤0.01%
39
+24
752
$715 ﹤0.01%
+25
753
$691 ﹤0.01%
3
754
$682 ﹤0.01%
4
755
$679 ﹤0.01%
+7
756
$678 ﹤0.01%
+13
757
$678 ﹤0.01%
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758
$670 ﹤0.01%
35
759
$667 ﹤0.01%
5
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$666 ﹤0.01%
194
761
$643 ﹤0.01%
3
-1
762
$642 ﹤0.01%
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$641 ﹤0.01%
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764
$638 ﹤0.01%
5
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$623 ﹤0.01%
+45
768
$611 ﹤0.01%
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$609 ﹤0.01%
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770
$606 ﹤0.01%
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771
$606 ﹤0.01%
+34
772
$594 ﹤0.01%
8
-2
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$590 ﹤0.01%
8
774
$582 ﹤0.01%
16
775
$579 ﹤0.01%
+5
29 30
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32 33