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
401
$8.98K ﹤0.01%
39
402
$8.95K ﹤0.01%
8
-1
403
$8.95K ﹤0.01%
43
-3
404
$8.94K ﹤0.01%
31
+1
405
$8.93K ﹤0.01%
26
406
$8.9K ﹤0.01%
142
+99
407
$8.89K ﹤0.01%
126
408
$8.8K ﹤0.01%
412
-55
409
$8.75K ﹤0.01%
69
410
$8.74K ﹤0.01%
269
-91
411
$8.73K ﹤0.01%
107
-3
412
$8.7K ﹤0.01%
29
-14
413
$8.63K ﹤0.01%
75
+46
414
$8.61K ﹤0.01%
80
415
$8.61K ﹤0.01%
23
-2
416
$8.6K ﹤0.01%
41
+1
417
$8.55K ﹤0.01%
94
418
$8.53K ﹤0.01%
177
419
$8.48K ﹤0.01%
263
-75
420
$8.45K ﹤0.01%
235
+85
421
$8.42K ﹤0.01%
108
-42
422
$8.41K ﹤0.01%
64
-19
423
$8.4K ﹤0.01%
34
-12
424
$8.36K ﹤0.01%
414
-75
425
$8.34K ﹤0.01%
+1
15 16
17
18 19