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
451
$7.3K ﹤0.01%
96
452
$7.3K ﹤0.01%
41
+31
453
$7.29K ﹤0.01%
85
-10
454
$7.26K ﹤0.01%
66
+11
455
$7.23K ﹤0.01%
71
+12
456
$7.22K ﹤0.01%
66
+42
457
$7.21K ﹤0.01%
58
458
$7.13K ﹤0.01%
12
+1
459
$7.11K ﹤0.01%
60
+4
460
$7.07K ﹤0.01%
242
-31
461
$7.06K ﹤0.01%
60
462
$7.03K ﹤0.01%
241
-402
463
$6.99K ﹤0.01%
20
-48
464
$6.93K ﹤0.01%
10
465
$6.92K ﹤0.01%
109
466
$6.85K ﹤0.01%
38
-6
467
$6.84K ﹤0.01%
49
-15
468
$6.81K ﹤0.01%
47
-13
469
$6.75K ﹤0.01%
35
470
$6.71K ﹤0.01%
72
471
$6.7K ﹤0.01%
38
+5
472
$6.64K ﹤0.01%
208
-79
473
$6.63K ﹤0.01%
+680
474
$6.62K ﹤0.01%
78
-18
475
$6.6K ﹤0.01%
200
17 18
19
20 21