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
251
$25.1K 0.01%
104
+1
252
$24.8K 0.01%
39
+1
253
$24.8K 0.01%
405
-51
254
$24.6K 0.01%
116
-4
255
$24.5K 0.01%
72
+1
256
$24.4K 0.01%
322
-198
257
$24.3K 0.01%
193
+4
258
$24.2K 0.01%
88
259
$24.1K 0.01%
508
+23
260
$23.7K 0.01%
145
261
$23.6K 0.01%
160
-4
262
$23.4K 0.01%
268
+2
263
$23.1K 0.01%
64
-1
264
$23K 0.01%
134
-100
265
$23K 0.01%
+341
266
$22.8K 0.01%
176
267
$21.9K 0.01%
254
268
$21.7K 0.01%
126
+1
269
$21.7K 0.01%
414
+90
270
$21.6K 0.01%
267
+223
271
$21.6K 0.01%
74
+5
272
$21.5K 0.01%
379
273
$21.3K 0.01%
100
-4
274
$21.3K 0.01%
112
275
$21K 0.01%
284
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9 10
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