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
1051
$269 ﹤0.01%
18
1052
$268 ﹤0.01%
73
1053
$267 ﹤0.01%
3
1054
$267 ﹤0.01%
7
1055
$266 ﹤0.01%
7
1056
$266 ﹤0.01%
1
1057
$265 ﹤0.01%
24
1058
$258 ﹤0.01%
6
1059
$258 ﹤0.01%
8
1060
$257 ﹤0.01%
14
1061
$254 ﹤0.01%
5
1062
$253 ﹤0.01%
9
1063
$253 ﹤0.01%
19
1064
$252 ﹤0.01%
20
1065
$252 ﹤0.01%
11
1066
$250 ﹤0.01%
2
1067
$250 ﹤0.01%
13
1068
$248 ﹤0.01%
6
1069
$247 ﹤0.01%
8
1070
$243 ﹤0.01%
8
1071
$239 ﹤0.01%
3
1072
$239 ﹤0.01%
4
1073
$237 ﹤0.01%
6
1074
$237 ﹤0.01%
+4
1075
$236 ﹤0.01%
2
41 42
43
44 45