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
326
$15.5K 0.01%
310
327
$15.5K 0.01%
37
-42
328
$15.3K ﹤0.01%
93
329
$15K ﹤0.01%
80
330
$14.9K ﹤0.01%
276
+4
331
$14.6K ﹤0.01%
32
-2
332
$14.5K ﹤0.01%
63
-1
333
$14.3K ﹤0.01%
135
-32
334
$14.3K ﹤0.01%
7
-4
335
$14.2K ﹤0.01%
218
336
$14.2K ﹤0.01%
158
337
$14.1K ﹤0.01%
38
338
$14.1K ﹤0.01%
292
339
$13.9K ﹤0.01%
39
+8
340
$13.7K ﹤0.01%
189
-5
341
$13.6K ﹤0.01%
177
+23
342
$13.6K ﹤0.01%
255
+41
343
$13.6K ﹤0.01%
141
344
$13.6K ﹤0.01%
60
-5
345
$13.5K ﹤0.01%
60
346
$13.4K ﹤0.01%
60
347
$13.1K ﹤0.01%
234
348
$13.1K ﹤0.01%
100
-11
349
$13K ﹤0.01%
290
-194
350
$12.9K ﹤0.01%
396
+203
12 13
14
15 16