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
976
$332 ﹤0.01%
21
977
$330 ﹤0.01%
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978
$329 ﹤0.01%
2
979
$329 ﹤0.01%
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980
$329 ﹤0.01%
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981
$328 ﹤0.01%
2
982
$328 ﹤0.01%
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983
$327 ﹤0.01%
2
984
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985
$325 ﹤0.01%
4
986
$325 ﹤0.01%
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987
$324 ﹤0.01%
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988
$322 ﹤0.01%
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$321 ﹤0.01%
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$320 ﹤0.01%
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991
$318 ﹤0.01%
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992
$318 ﹤0.01%
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993
$318 ﹤0.01%
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994
$317 ﹤0.01%
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995
$317 ﹤0.01%
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$317 ﹤0.01%
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997
$316 ﹤0.01%
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998
$316 ﹤0.01%
4
999
$316 ﹤0.01%
16
1000
$315 ﹤0.01%
4
38 39
40
41 42