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
76
$98.6K 0.04%
1,018
+72
77
$98.4K 0.04%
1,089
78
$98.2K 0.04%
1,800
79
$93.4K 0.04%
665
+12
80
$92.2K 0.04%
3,795
+840
81
$91.9K 0.04%
171
-2
82
$91.4K 0.04%
638
+267
83
$89K 0.04%
2,748
+38
84
$88.2K 0.04%
173
-63
85
$87.7K 0.04%
828
-19
86
$87.3K 0.04%
4,677
+21
87
$86.8K 0.04%
512
+43
88
$86.6K 0.04%
505
89
$86.1K 0.04%
2,527
+500
90
$84.8K 0.04%
903
+3
91
$83.9K 0.04%
250
92
$83.6K 0.04%
317
+9
93
$80.1K 0.03%
193
+97
94
$79.5K 0.03%
691
-97
95
$78.9K 0.03%
658
-20
96
$77.8K 0.03%
852
+163
97
$76.1K 0.03%
60
98
$75.8K 0.03%
793
+194
99
$75.7K 0.03%
1,352
-36
100
$73.3K 0.03%
2,000
2 3
4
5 6