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
$312M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,362
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.18M
3
+$2.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$705K

Top Sells

1
+$243K
2
+$228K
3
+$134K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$112K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$107K

Sector Composition

1 Technology 6.46%
2 Consumer Discretionary 3.51%
3 Financials 1.59%
4 Energy 1.16%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.9K 0.01%
521
-11
227
$28.9K 0.01%
124
228
$28.8K 0.01%
510
+115
229
$28.8K 0.01%
223
230
$28.7K 0.01%
140
+3
231
$28.5K 0.01%
103
+6
232
$28.4K 0.01%
137
233
$28.4K 0.01%
220
+65
234
$28K 0.01%
39
-2
235
$27.9K 0.01%
117
+2
236
$27.8K 0.01%
84
+1
237
$27.8K 0.01%
235
+186
238
$27.7K 0.01%
92
239
$27.6K 0.01%
933
+25
240
$27.4K 0.01%
307
-41
241
$27.2K 0.01%
167
-8
242
$27K 0.01%
250
243
$26.6K 0.01%
146
-2
244
$26.5K 0.01%
120
+6
245
$26.4K 0.01%
632
+11
246
$26.4K 0.01%
448
-1,822
247
$26.3K 0.01%
500
248
$25.8K 0.01%
980
249
$25.5K 0.01%
362
-182
250
$25.2K 0.01%
54
+6
8 9
10
11 12