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
201
$23K 0.01%
166
-19
202
$23K 0.01%
605
203
$22.8K 0.01%
186
-19
204
$22.4K 0.01%
158
205
$22.3K 0.01%
666
+14
206
$22.3K 0.01%
165
-13
207
$22.2K 0.01%
176
208
$21.5K 0.01%
417
-16
209
$21.4K 0.01%
60
+6
210
$21.3K 0.01%
162
+31
211
$21K 0.01%
424
+394
212
$21K 0.01%
51
+4
213
$20.9K 0.01%
189
+54
214
$20.9K 0.01%
186
-9
215
$20.9K 0.01%
88
216
$20.6K 0.01%
25
+6
217
$20.6K 0.01%
123
218
$20.5K 0.01%
183
+45
219
$20.5K 0.01%
230
+4
220
$20K 0.01%
1,861
+18
221
$20K 0.01%
105
-15
222
$19.9K 0.01%
980
223
$19.8K 0.01%
415
+22
224
$19.6K 0.01%
52
-130
225
$19.2K 0.01%
164
7 8
9
10 11