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
551
$4.5K ﹤0.01%
109
552
$4.46K ﹤0.01%
53
553
$4.43K ﹤0.01%
60
-2
554
$4.43K ﹤0.01%
46
-29
555
$4.4K ﹤0.01%
105
556
$4.38K ﹤0.01%
17
557
$4.32K ﹤0.01%
218
558
$4.29K ﹤0.01%
15
559
$4.24K ﹤0.01%
60
560
$4.23K ﹤0.01%
142
561
$4.23K ﹤0.01%
49
562
$4.22K ﹤0.01%
7
+5
563
$4.21K ﹤0.01%
10
564
$4.21K ﹤0.01%
179
565
$4.18K ﹤0.01%
11
+3
566
$4.13K ﹤0.01%
37
-202
567
$4.11K ﹤0.01%
36
+9
568
$4.1K ﹤0.01%
175
569
$4.07K ﹤0.01%
18
570
$4.06K ﹤0.01%
35
571
$4.04K ﹤0.01%
27
-5
572
$4.01K ﹤0.01%
31
+8
573
$3.98K ﹤0.01%
39
+32
574
$3.97K ﹤0.01%
51
-2
575
$3.93K ﹤0.01%
+67
21 22
23
24 25