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
601
$3.5K ﹤0.01%
33
602
$3.48K ﹤0.01%
34
603
$3.45K ﹤0.01%
29
+5
604
$3.45K ﹤0.01%
126
605
$3.45K ﹤0.01%
39
606
$3.44K ﹤0.01%
23
-5
607
$3.42K ﹤0.01%
58
+5
608
$3.39K ﹤0.01%
20
609
$3.32K ﹤0.01%
+3
610
$3.29K ﹤0.01%
72
611
$3.29K ﹤0.01%
132
-35
612
$3.27K ﹤0.01%
26
-2
613
$3.21K ﹤0.01%
21
614
$3.19K ﹤0.01%
27
-2
615
$3.17K ﹤0.01%
41
616
$3.14K ﹤0.01%
57
617
$3.11K ﹤0.01%
71
-27
618
$3.11K ﹤0.01%
83
+62
619
$3.09K ﹤0.01%
100
+20
620
$3.08K ﹤0.01%
22
621
$3.08K ﹤0.01%
101
+1
622
$3.07K ﹤0.01%
9
+3
623
$3.06K ﹤0.01%
82
+2
624
$3.06K ﹤0.01%
27
625
$3.03K ﹤0.01%
40
-16
23 24
25
26 27