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
1026
$288 ﹤0.01%
4
1027
$288 ﹤0.01%
4
1028
$288 ﹤0.01%
+23
1029
$288 ﹤0.01%
27
1030
$286 ﹤0.01%
13
1031
$283 ﹤0.01%
6
1032
$282 ﹤0.01%
15
1033
$281 ﹤0.01%
31
1034
$279 ﹤0.01%
13
1035
$278 ﹤0.01%
70
1036
$277 ﹤0.01%
+8
1037
$277 ﹤0.01%
14
1038
$276 ﹤0.01%
6
1039
$276 ﹤0.01%
8
1040
$276 ﹤0.01%
3
1041
$275 ﹤0.01%
36
1042
$273 ﹤0.01%
11
1043
$273 ﹤0.01%
17
1044
$272 ﹤0.01%
5
1045
$272 ﹤0.01%
8
1046
$271 ﹤0.01%
11
1047
$271 ﹤0.01%
6
1048
$270 ﹤0.01%
2
1049
$270 ﹤0.01%
44
1050
$269 ﹤0.01%
2
40 41
42
43 44