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
376
$10.6K ﹤0.01%
200
377
$10.5K ﹤0.01%
218
-91
378
$10.4K ﹤0.01%
79
379
$10.4K ﹤0.01%
1,427
380
$10.3K ﹤0.01%
194
+69
381
$10.2K ﹤0.01%
133
+4
382
$10.2K ﹤0.01%
166
-3,717
383
$10.1K ﹤0.01%
264
-42
384
$10K ﹤0.01%
73
-192
385
$10K ﹤0.01%
96
386
$9.99K ﹤0.01%
167
387
$9.97K ﹤0.01%
19
-8
388
$9.91K ﹤0.01%
124
389
$9.84K ﹤0.01%
114
-1
390
$9.76K ﹤0.01%
170
-16
391
$9.71K ﹤0.01%
31
-5
392
$9.69K ﹤0.01%
91
+1
393
$9.58K ﹤0.01%
52
394
$9.53K ﹤0.01%
102
395
$9.52K ﹤0.01%
46
+17
396
$9.3K ﹤0.01%
200
397
$9.25K ﹤0.01%
53
+9
398
$9.19K ﹤0.01%
81
-24
399
$9.08K ﹤0.01%
44
-15
400
$9.02K ﹤0.01%
13
14 15
16
17 18