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
826
$472 ﹤0.01%
23
827
$471 ﹤0.01%
8
828
$468 ﹤0.01%
27
829
$468 ﹤0.01%
14
830
$465 ﹤0.01%
5
831
$462 ﹤0.01%
66
832
$461 ﹤0.01%
10
-16
833
$461 ﹤0.01%
19
834
$455 ﹤0.01%
21
835
$453 ﹤0.01%
11
836
$452 ﹤0.01%
6
837
$451 ﹤0.01%
12
838
$448 ﹤0.01%
12
839
$447 ﹤0.01%
5
840
$447 ﹤0.01%
2
841
$447 ﹤0.01%
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842
$445 ﹤0.01%
14
843
$445 ﹤0.01%
10
844
$443 ﹤0.01%
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845
$442 ﹤0.01%
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846
$442 ﹤0.01%
+5
847
$441 ﹤0.01%
24
848
$436 ﹤0.01%
10
849
$435 ﹤0.01%
8
850
$435 ﹤0.01%
6
32 33
34
35 36