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
276
$21K 0.01%
424
277
$20.5K 0.01%
90
-5
278
$20.5K 0.01%
194
+27
279
$20.3K 0.01%
456
280
$19.9K 0.01%
151
281
$19.9K 0.01%
71
+1
282
$19.7K 0.01%
246
-63
283
$19.6K 0.01%
68
284
$19.2K 0.01%
269
+1
285
$19.2K 0.01%
182
+2
286
$19.1K 0.01%
532
-6
287
$18.9K 0.01%
132
+19
288
$18.9K 0.01%
830
-339
289
$18.9K 0.01%
141
-5
290
$18.8K 0.01%
39
291
$18.7K 0.01%
240
-30
292
$18.5K 0.01%
1,392
+71
293
$18.3K 0.01%
50
294
$18.1K 0.01%
53
-1
295
$18K 0.01%
195
-170
296
$17.8K 0.01%
212
+3
297
$17.8K 0.01%
61
+1
298
$17.7K 0.01%
515
299
$17.5K 0.01%
37
-2
300
$17.5K 0.01%
252
+41
10 11
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