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
876
$407 ﹤0.01%
15
877
$407 ﹤0.01%
2
878
$406 ﹤0.01%
6
879
$405 ﹤0.01%
10
880
$402 ﹤0.01%
8
-297
881
$401 ﹤0.01%
8
882
$401 ﹤0.01%
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883
$400 ﹤0.01%
18
884
$398 ﹤0.01%
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885
$398 ﹤0.01%
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886
$398 ﹤0.01%
13
887
$396 ﹤0.01%
2
888
$396 ﹤0.01%
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889
$396 ﹤0.01%
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890
$395 ﹤0.01%
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891
$395 ﹤0.01%
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$394 ﹤0.01%
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893
$394 ﹤0.01%
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$393 ﹤0.01%
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$393 ﹤0.01%
5
896
$392 ﹤0.01%
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897
$391 ﹤0.01%
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898
$391 ﹤0.01%
4
899
$390 ﹤0.01%
8
900
$389 ﹤0.01%
9
34 35
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37 38