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
1201
– –
-37
1202
– –
-20
1203
– –
-5
1204
– –
-58
1205
– –
-24
1206
– –
-2
1207
– –
-4
1208
– –
-3
1209
– –
-48
1210
– –
-25
1211
– –
-381
1212
– –
-143
1213
– –
-287
1214
– –
-15
1215
– –
-841
1216
– –
-52
1217
– –
-143
1218
– –
-254
1219
– –
-366
1220
– –
-10
1221
– –
-235
1222
– –
-261
1223
– –
-16
1224
– –
-5
1225
– –
-28
46 47 48
49
50