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
926
$365 ﹤0.01%
2
927
$364 ﹤0.01%
6
928
$364 ﹤0.01%
3
929
$362 ﹤0.01%
44
930
$361 ﹤0.01%
13
931
$361 ﹤0.01%
6
932
$358 ﹤0.01%
27
933
$358 ﹤0.01%
7
934
$357 ﹤0.01%
11
935
$357 ﹤0.01%
12
936
$356 ﹤0.01%
26
937
$356 ﹤0.01%
13
938
$356 ﹤0.01%
9
939
$355 ﹤0.01%
12
940
$355 ﹤0.01%
4
941
$355 ﹤0.01%
3
942
$353 ﹤0.01%
74
943
$353 ﹤0.01%
9
944
$352 ﹤0.01%
6
945
$352 ﹤0.01%
6
946
$351 ﹤0.01%
18
947
$351 ﹤0.01%
10
948
$350 ﹤0.01%
10
949
$346 ﹤0.01%
2
950
$346 ﹤0.01%
3
36 37
38
39 40