AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
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
+$1.95M
2
+$1.08M
3
+$1.04M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$884K
5
AAPL icon
Apple
AAPL
+$707K

Top Sells

1
+$435K
2
+$349K
3
+$325K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$277K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$138K

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
1176
– –
-5
1177
– –
-50
1178
– –
-588
1179
– –
-118
1180
– –
-126
1181
– –
-70
1182
– –
-95
1183
– –
-51
1184
– –
-4
1185
– –
-11
1186
– –
-4
1187
– –
-27
1188
– –
-6
1189
– –
-24
1190
– –
-5
1191
– –
-5
1192
– –
-14
1193
– –
-540
1194
– –
-8
1195
– –
-24
1196
– –
-1
1197
– –
-3
1198
– –
-356
1199
– –
-168
1200
– –
-2
46 47
48
49 50