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
301
$17.3K 0.01%
264
+1
302
$17.3K 0.01%
30
-1
303
$17.2K 0.01%
+317
304
$17.2K 0.01%
288
305
$17.1K 0.01%
115
-5
306
$17K 0.01%
93
+1
307
$16.8K 0.01%
163
-4
308
$16.8K 0.01%
111
309
$16.7K 0.01%
832
+19
310
$16.7K 0.01%
781
+9
311
$16.7K 0.01%
26
-1
312
$16.6K 0.01%
56
+1
313
$16.5K 0.01%
79
-2
314
$16.3K 0.01%
172
-18
315
$16.3K 0.01%
120
316
$16.2K 0.01%
100
-15
317
$16.1K 0.01%
177
+12
318
$16.1K 0.01%
63
+1
319
$16K 0.01%
87
-3
320
$15.9K 0.01%
89
+2
321
$15.8K 0.01%
126
+20
322
$15.8K 0.01%
315
-33
323
$15.8K 0.01%
+608
324
$15.6K 0.01%
289
+14
325
$15.6K 0.01%
61
-5
11 12
13
14 15