AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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
951
$346 ﹤0.01%
3
952
$346 ﹤0.01%
2
953
$345 ﹤0.01%
5
954
$344 ﹤0.01%
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955
$344 ﹤0.01%
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956
$344 ﹤0.01%
5
957
$343 ﹤0.01%
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958
$342 ﹤0.01%
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$342 ﹤0.01%
10
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$341 ﹤0.01%
4
961
$341 ﹤0.01%
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962
$339 ﹤0.01%
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$338 ﹤0.01%
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$338 ﹤0.01%
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$337 ﹤0.01%
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$337 ﹤0.01%
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968
$337 ﹤0.01%
5
969
$335 ﹤0.01%
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$334 ﹤0.01%
10
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971
$334 ﹤0.01%
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972
$334 ﹤0.01%
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-5
973
$334 ﹤0.01%
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974
$333 ﹤0.01%
13
975
$332 ﹤0.01%
21
37 38
39
40 41