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
1101
$202 ﹤0.01%
3
1102
$202 ﹤0.01%
2
1103
$202 ﹤0.01%
8
1104
$202 ﹤0.01%
3
1105
$202 ﹤0.01%
10
1106
$201 ﹤0.01%
9
1107
$201 ﹤0.01%
12
1108
$200 ﹤0.01%
14
1109
$199 ﹤0.01%
3
1110
$199 ﹤0.01%
2
1111
$199 ﹤0.01%
36
1112
$195 ﹤0.01%
7
1113
$193 ﹤0.01%
20
1114
$190 ﹤0.01%
6
1115
$190 ﹤0.01%
3
1116
$190 ﹤0.01%
7
-15
1117
$186 ﹤0.01%
29
1118
$185 ﹤0.01%
6
1119
$181 ﹤0.01%
14
1120
$180 ﹤0.01%
1
1121
$178 ﹤0.01%
11
1122
$177 ﹤0.01%
11
1123
$170 ﹤0.01%
8
1124
$170 ﹤0.01%
8
1125
$163 ﹤0.01%
1
43 44
45
46 47