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
1151
$85 ﹤0.01%
9
1152
$80 ﹤0.01%
2
1153
$76 ﹤0.01%
+27
1154
$76 ﹤0.01%
22
1155
$74 ﹤0.01%
1
1156
$71 ﹤0.01%
1
1157
$69 ﹤0.01%
4
1158
$59 ﹤0.01%
+1
1159
$47 ﹤0.01%
1
1160
$45 ﹤0.01%
1
1161
$40 ﹤0.01%
2
1162
$32 ﹤0.01%
1
1163
$29 ﹤0.01%
1
1164
$29 ﹤0.01%
15
1165
– –
0
1166
$10 ﹤0.01%
1
1167
– –
0
1168
– –
-1
1169
– –
-545
1170
– –
-58
1171
– –
-24
1172
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-143
1173
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-287
1174
– –
-15
1175
– –
-841
45 46
47
48 49