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
901
$388 ﹤0.01%
41
902
$388 ﹤0.01%
9
903
$387 ﹤0.01%
4
-16
904
$387 ﹤0.01%
1
905
$384 ﹤0.01%
3
906
$380 ﹤0.01%
9
907
$380 ﹤0.01%
5
908
$380 ﹤0.01%
7
909
$380 ﹤0.01%
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910
$379 ﹤0.01%
4
911
$378 ﹤0.01%
15
912
$377 ﹤0.01%
6
913
$376 ﹤0.01%
1
914
$376 ﹤0.01%
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915
$375 ﹤0.01%
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916
$375 ﹤0.01%
5
917
$373 ﹤0.01%
5
918
$372 ﹤0.01%
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919
$372 ﹤0.01%
10
920
$370 ﹤0.01%
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921
$369 ﹤0.01%
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922
$369 ﹤0.01%
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923
$368 ﹤0.01%
6
924
$366 ﹤0.01%
38
+1
925
$365 ﹤0.01%
13
35 36
37
38 39