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
576
$3.93K ﹤0.01%
12
+3
577
$3.91K ﹤0.01%
7
-3
578
$3.91K ﹤0.01%
19
579
$3.9K ﹤0.01%
116
+22
580
$3.89K ﹤0.01%
368
-18
581
$3.83K ﹤0.01%
19
-3
582
$3.83K ﹤0.01%
61
+4
583
$3.82K ﹤0.01%
83
584
$3.79K ﹤0.01%
20
+16
585
$3.79K ﹤0.01%
42
+11
586
$3.77K ﹤0.01%
70
-7
587
$3.77K ﹤0.01%
3
+1
588
$3.75K ﹤0.01%
17
589
$3.74K ﹤0.01%
133
590
$3.74K ﹤0.01%
12
591
$3.71K ﹤0.01%
40
592
$3.68K ﹤0.01%
226
593
$3.67K ﹤0.01%
214
594
$3.66K ﹤0.01%
169
595
$3.64K ﹤0.01%
43
-13
596
$3.6K ﹤0.01%
50
597
$3.59K ﹤0.01%
52
+30
598
$3.58K ﹤0.01%
42
599
$3.53K ﹤0.01%
14
+6
600
$3.52K ﹤0.01%
36
22 23
24
25 26