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
1076
$235 ﹤0.01%
7
1077
$233 ﹤0.01%
15
1078
$232 ﹤0.01%
3
1079
$231 ﹤0.01%
28
1080
$229 ﹤0.01%
6
1081
$228 ﹤0.01%
4
-1
1082
$228 ﹤0.01%
3
1083
$227 ﹤0.01%
3
1084
$225 ﹤0.01%
3
1085
$224 ﹤0.01%
15
1086
$224 ﹤0.01%
+5
1087
$222 ﹤0.01%
14
1088
$220 ﹤0.01%
13
1089
$220 ﹤0.01%
5
1090
$220 ﹤0.01%
5
1091
$218 ﹤0.01%
8
-14
1092
$216 ﹤0.01%
24
1093
$216 ﹤0.01%
7
1094
$214 ﹤0.01%
19
1095
$211 ﹤0.01%
7
1096
$210 ﹤0.01%
17
1097
$209 ﹤0.01%
2
1098
$208 ﹤0.01%
3
1099
$207 ﹤0.01%
19
1100
$204 ﹤0.01%
2
42 43
44
45 46