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
26
$1.78M 0.57%
68,701
+2,351
27
$1.46M 0.47%
2,848
+50
28
$1.36M 0.44%
2
29
$976K 0.31%
52,776
+472
30
$954K 0.31%
5,007
+28
31
$925K 0.3%
33,206
+234
32
$793K 0.25%
3,309
+33
33
$715K 0.23%
6,908
-332
34
$712K 0.23%
777
+18
35
$706K 0.23%
4,031
+63
36
$704K 0.23%
4,197
+2,233
37
$692K 0.22%
3,657
-137
38
$593K 0.19%
7,198
+881
39
$506K 0.16%
19,016
-1,054
40
$500K 0.16%
2,131
+1,948
41
$498K 0.16%
2,919
+2,917
42
$491K 0.16%
6,829
+173
43
$425K 0.14%
3,233
-124
44
$374K 0.12%
639
+31
45
$372K 0.12%
15,707
+1,832
46
$341K 0.11%
3,820
+320
47
$341K 0.11%
1,320
-121
48
$314K 0.1%
5,032
+206
49
$311K 0.1%
1,835
+221
50
$299K 0.1%
946
-4
1
2
3 4 5