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
476
$6.56K ﹤0.01%
21
-7
477
$6.54K ﹤0.01%
90
478
$6.4K ﹤0.01%
2
479
$6.39K ﹤0.01%
97
+1
480
$6.34K ﹤0.01%
46
+9
481
$6.33K ﹤0.01%
165
-15
482
$6.32K ﹤0.01%
140
-8
483
$6.21K ﹤0.01%
151
+6
484
$6.19K ﹤0.01%
165
-1
485
$6.16K ﹤0.01%
182
+160
486
$6.14K ﹤0.01%
160
487
$6.09K ﹤0.01%
90
-1
488
$6.08K ﹤0.01%
289
-678
489
$5.99K ﹤0.01%
45
+2
490
$5.9K ﹤0.01%
45
+7
491
$5.89K ﹤0.01%
77
492
$5.84K ﹤0.01%
66
-101
493
$5.79K ﹤0.01%
17
-3
494
$5.77K ﹤0.01%
40
-13
495
$5.72K ﹤0.01%
74
-1
496
$5.7K ﹤0.01%
153
-275
497
$5.69K ﹤0.01%
62
-154
498
$5.65K ﹤0.01%
30
+9
499
$5.64K ﹤0.01%
42
500
$5.58K ﹤0.01%
113
+9
18 19
20
21 22