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
151
$41.4K 0.02%
151
-17
152
$41.1K 0.02%
354
153
$40.3K 0.02%
590
154
$40K 0.02%
512
-7
155
$39.7K 0.02%
86
+80
156
$38.9K 0.02%
211
-35
157
$38.2K 0.02%
735
+330
158
$37.8K 0.02%
1,138
-263
159
$37.3K 0.02%
538
+96
160
$36.1K 0.02%
237
-2
161
$36.1K 0.02%
617
-6
162
$35.7K 0.02%
229
+90
163
$35.5K 0.02%
434
164
$35.1K 0.01%
183
+24
165
$34.7K 0.01%
62
+1
166
$34.3K 0.01%
53
167
$34.2K 0.01%
112
168
$33.8K 0.01%
389
+288
169
$33.4K 0.01%
66
-4
170
$32K 0.01%
723
+44
171
$31.8K 0.01%
+241
172
$31.4K 0.01%
128
+3
173
$31.3K 0.01%
570
+39
174
$31.3K 0.01%
84
-1
175
$30.9K 0.01%
2,054
-62
5 6
7
8 9