AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$2.24M
3
+$1.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$2.45M
2
+$2.1M
3
+$680K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$505K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$408K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12.8K ﹤0.01%
129
+29
402
$12.7K ﹤0.01%
+506
403
$12.6K ﹤0.01%
+495
404
$12.6K ﹤0.01%
+272
405
$12.6K ﹤0.01%
115
+35
406
$12.6K ﹤0.01%
80
407
$12.5K ﹤0.01%
40
408
$12.5K ﹤0.01%
105
409
$12.5K ﹤0.01%
+1,086
410
$12.3K ﹤0.01%
88
411
$12.3K ﹤0.01%
66
412
$12.3K ﹤0.01%
217
413
$12.2K ﹤0.01%
373
+147
414
$12.1K ﹤0.01%
50
-2
415
$12.1K ﹤0.01%
64
+3
416
$12.1K ﹤0.01%
115
+97
417
$11.9K ﹤0.01%
594
-14
418
$11.8K ﹤0.01%
227
-107
419
$11.6K ﹤0.01%
+475
420
$11.6K ﹤0.01%
109
+41
421
$11.4K ﹤0.01%
48
+2
422
$11.3K ﹤0.01%
21
+13
423
$11.3K ﹤0.01%
1,427
424
$11.2K ﹤0.01%
166
425
$11.1K ﹤0.01%
+155
15 16
17
18 19