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
1001
$315 ﹤0.01%
79
1002
$314 ﹤0.01%
4
1003
$312 ﹤0.01%
21
1004
$311 ﹤0.01%
12
1005
$311 ﹤0.01%
53
1006
$310 ﹤0.01%
6
1007
$309 ﹤0.01%
12
1008
$308 ﹤0.01%
11
1009
$306 ﹤0.01%
+13
1010
$306 ﹤0.01%
75
1011
$305 ﹤0.01%
3
1012
$301 ﹤0.01%
9
1013
$301 ﹤0.01%
4
1014
$300 ﹤0.01%
13
1015
$299 ﹤0.01%
12
-37
1016
$299 ﹤0.01%
14
1017
$298 ﹤0.01%
12
1018
$296 ﹤0.01%
8
1019
$291 ﹤0.01%
6
1020
$291 ﹤0.01%
11
1021
$291 ﹤0.01%
2
1022
$291 ﹤0.01%
5
1023
$291 ﹤0.01%
18
1024
$290 ﹤0.01%
22
1025
$289 ﹤0.01%
12
39 40
41
42 43