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
126
$52.5K 0.02%
1,476
+86
127
$51.8K 0.02%
1,062
-100
128
$51.8K 0.02%
311
129
$51.6K 0.02%
1,181
+1,128
130
$51.3K 0.02%
908
131
$50.7K 0.02%
500
132
$50.5K 0.02%
572
+11
133
$50.2K 0.02%
98
-6
134
$49.3K 0.02%
1,169
+11
135
$49.3K 0.02%
16
136
$48.6K 0.02%
321
+7
137
$47.8K 0.02%
805
+1
138
$47.6K 0.02%
1,000
139
$47.1K 0.02%
1,647
+53
140
$47K 0.02%
108
+5
141
$46.8K 0.02%
421
+217
142
$46.7K 0.02%
300
143
$45.9K 0.02%
880
144
$45.8K 0.02%
730
145
$44.8K 0.02%
506
+496
146
$44.1K 0.02%
249
+131
147
$43.6K 0.02%
162
148
$42.9K 0.02%
124
-3
149
$42.2K 0.02%
398
-46
150
$42K 0.02%
158
+156
4 5
6
7 8