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
526
$5.03K ﹤0.01%
41
-15
527
$4.98K ﹤0.01%
42
+2
528
$4.98K ﹤0.01%
37
+23
529
$4.97K ﹤0.01%
25
+2
530
$4.95K ﹤0.01%
112
531
$4.92K ﹤0.01%
125
532
$4.92K ﹤0.01%
77
-2
533
$4.89K ﹤0.01%
54
-6
534
$4.88K ﹤0.01%
7
535
$4.84K ﹤0.01%
26
536
$4.79K ﹤0.01%
19
-1
537
$4.76K ﹤0.01%
17
+1
538
$4.75K ﹤0.01%
91
-23
539
$4.74K ﹤0.01%
250
540
$4.72K ﹤0.01%
11
-5
541
$4.71K ﹤0.01%
80
+14
542
$4.71K ﹤0.01%
51
-23
543
$4.68K ﹤0.01%
25
544
$4.64K ﹤0.01%
30
-19
545
$4.6K ﹤0.01%
33
+24
546
$4.6K ﹤0.01%
32
547
$4.59K ﹤0.01%
113
548
$4.57K ﹤0.01%
537
549
$4.54K ﹤0.01%
63
550
$4.54K ﹤0.01%
113
20 21
22
23 24