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
101
$70.9K 0.03%
2,287
+25
102
$70.9K 0.03%
444
+58
103
$69.2K 0.03%
919
+3
104
$67.1K 0.03%
1,642
+29
105
$67K 0.03%
305
+2
106
$65.6K 0.03%
961
107
$63.5K 0.03%
498
+87
108
$62.7K 0.03%
621
-44
109
$61.9K 0.03%
2,443
110
$61.9K 0.03%
307
111
$61.3K 0.03%
596
-20
112
$59.9K 0.03%
876
113
$59.5K 0.03%
+1,146
114
$58.9K 0.03%
2,751
115
$58.5K 0.02%
1,174
-125
116
$57.6K 0.02%
1,820
117
$56.4K 0.02%
1,614
118
$56K 0.02%
182
-5
119
$56K 0.02%
275
120
$54.8K 0.02%
1,023
+1,001
121
$54.7K 0.02%
484
+411
122
$54.2K 0.02%
270
123
$53.9K 0.02%
130
124
$53.4K 0.02%
659
-61
125
$52.6K 0.02%
1,163
-11
3 4
5
6 7