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
176
$30.5K 0.01%
390
-7
177
$30.4K 0.01%
146
-13
178
$30K 0.01%
595
+29
179
$29.8K 0.01%
104
+7
180
$29.7K 0.01%
954
+27
181
$29.7K 0.01%
126
182
$29.5K 0.01%
434
-76
183
$29.4K 0.01%
892
+2
184
$29.2K 0.01%
552
185
$29.2K 0.01%
71
+3
186
$28.7K 0.01%
87
+64
187
$28.6K 0.01%
499
-112
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$26.1K 0.01%
450
-92
189
$26K 0.01%
163
-9
190
$25.3K 0.01%
157
-18
191
$24.8K 0.01%
112
-1
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$24.6K 0.01%
897
193
$24.5K 0.01%
164
+34
194
$24.4K 0.01%
326
195
$24.1K 0.01%
93
+3
196
$23.9K 0.01%
49
-9
197
$23.8K 0.01%
228
+5
198
$23.6K 0.01%
625
+10
199
$23.5K 0.01%
113
-50
200
$23.4K 0.01%
64
+4
6 7
8
9 10