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
501
$5.57K ﹤0.01%
97
-6
502
$5.53K ﹤0.01%
26
+23
503
$5.5K ﹤0.01%
2,252
+33
504
$5.42K ﹤0.01%
60
-13
505
$5.42K ﹤0.01%
16
-2
506
$5.4K ﹤0.01%
9
507
$5.4K ﹤0.01%
100
+56
508
$5.33K ﹤0.01%
29
509
$5.33K ﹤0.01%
111
+3
510
$5.33K ﹤0.01%
50
+1
511
$5.3K ﹤0.01%
65
512
$5.29K ﹤0.01%
45
513
$5.29K ﹤0.01%
158
514
$5.26K ﹤0.01%
81
+15
515
$5.22K ﹤0.01%
79
+42
516
$5.21K ﹤0.01%
30
-8
517
$5.2K ﹤0.01%
108
-2
518
$5.19K ﹤0.01%
24
+1
519
$5.19K ﹤0.01%
55
-1
520
$5.13K ﹤0.01%
33
+5
521
$5.12K ﹤0.01%
52
-8
522
$5.07K ﹤0.01%
53
-10
523
$5.06K ﹤0.01%
15
-5
524
$5.05K ﹤0.01%
100
-12
525
$5.03K ﹤0.01%
22
-4
19 20
21
22 23