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
351
$12.8K ﹤0.01%
62
-10
352
$12.8K ﹤0.01%
58
-12
353
$12.6K ﹤0.01%
13
+2
354
$12.5K ﹤0.01%
306
355
$12.5K ﹤0.01%
324
356
$12.5K ﹤0.01%
77
+4
357
$12.5K ﹤0.01%
381
+3
358
$12.2K ﹤0.01%
43
+1
359
$12.1K ﹤0.01%
+178
360
$12K ﹤0.01%
52
+7
361
$11.9K ﹤0.01%
24
+5
362
$11.7K ﹤0.01%
133
-13
363
$11.5K ﹤0.01%
25
-101
364
$11.5K ﹤0.01%
168
-1
365
$11.5K ﹤0.01%
98
-12
366
$11.4K ﹤0.01%
145
+3
367
$11.2K ﹤0.01%
70
+18
368
$11.1K ﹤0.01%
9
369
$11.1K ﹤0.01%
90
-6
370
$10.9K ﹤0.01%
94
+39
371
$10.9K ﹤0.01%
66
+62
372
$10.8K ﹤0.01%
206
+2
373
$10.7K ﹤0.01%
87
-9
374
$10.7K ﹤0.01%
58
-6
375
$10.6K ﹤0.01%
70
-7
13 14
15
16 17