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
1126
$160 ﹤0.01%
19
1127
$159 ﹤0.01%
16
1128
$156 ﹤0.01%
15
1129
$154 ﹤0.01%
2
1130
$153 ﹤0.01%
1
-3
1131
$151 ﹤0.01%
2
1132
$146 ﹤0.01%
10
1133
$146 ﹤0.01%
7
1134
$142 ﹤0.01%
1
1135
$142 ﹤0.01%
10
1136
$139 ﹤0.01%
+2
1137
$136 ﹤0.01%
1
1138
$130 ﹤0.01%
1
1139
$130 ﹤0.01%
3
-2
1140
$127 ﹤0.01%
4
1141
$127 ﹤0.01%
14
1142
$127 ﹤0.01%
1
1143
$126 ﹤0.01%
1
1144
$121 ﹤0.01%
8
1145
$113 ﹤0.01%
2
-1
1146
$98 ﹤0.01%
3
1147
$95 ﹤0.01%
3
1148
$93 ﹤0.01%
2
1149
$87 ﹤0.01%
+2
1150
$86 ﹤0.01%
25
44 45
46
47 48