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
801
$515 ﹤0.01%
128
802
$515 ﹤0.01%
6
803
$511 ﹤0.01%
5
804
$510 ﹤0.01%
3
-8
805
$509 ﹤0.01%
8
806
$508 ﹤0.01%
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807
$500 ﹤0.01%
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808
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809
$498 ﹤0.01%
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-4
810
$492 ﹤0.01%
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811
$490 ﹤0.01%
3
812
$489 ﹤0.01%
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$489 ﹤0.01%
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$488 ﹤0.01%
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$488 ﹤0.01%
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$486 ﹤0.01%
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$485 ﹤0.01%
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$484 ﹤0.01%
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$481 ﹤0.01%
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821
$476 ﹤0.01%
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$476 ﹤0.01%
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823
$476 ﹤0.01%
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$475 ﹤0.01%
10
825
$475 ﹤0.01%
40
31 32
33
34 35