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
426
$8.28K ﹤0.01%
80
427
$8.26K ﹤0.01%
16
+3
428
$8.26K ﹤0.01%
635
429
$8.23K ﹤0.01%
832
-156
430
$8.22K ﹤0.01%
92
+1
431
$8.19K ﹤0.01%
118
432
$8.17K ﹤0.01%
78
-12
433
$8.07K ﹤0.01%
56
+1
434
$8.04K ﹤0.01%
107
-30
435
$8.01K ﹤0.01%
99
+2
436
$7.97K ﹤0.01%
129
-17
437
$7.96K ﹤0.01%
291
-61
438
$7.86K ﹤0.01%
106
+2
439
$7.85K ﹤0.01%
210
440
$7.72K ﹤0.01%
20
-2
441
$7.67K ﹤0.01%
338
442
$7.67K ﹤0.01%
45
443
$7.65K ﹤0.01%
38
-1
444
$7.58K ﹤0.01%
142
-200
445
$7.55K ﹤0.01%
278
+2
446
$7.43K ﹤0.01%
130
-18
447
$7.41K ﹤0.01%
102
448
$7.4K ﹤0.01%
53
+2
449
$7.33K ﹤0.01%
228
-85
450
$7.31K ﹤0.01%
36
16 17
18
19 20