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
626
$3.02K ﹤0.01%
100
-4
627
$3.02K ﹤0.01%
53
-40
628
$2.96K ﹤0.01%
12
-1
629
$2.94K ﹤0.01%
90
-8
630
$2.9K ﹤0.01%
26
+16
631
$2.88K ﹤0.01%
40
632
$2.87K ﹤0.01%
17
+1
633
$2.8K ﹤0.01%
176
634
$2.78K ﹤0.01%
60
-12
635
$2.75K ﹤0.01%
21
+17
636
$2.73K ﹤0.01%
15
-3
637
$2.72K ﹤0.01%
35
-6
638
$2.71K ﹤0.01%
68
-5
639
$2.7K ﹤0.01%
48
640
$2.67K ﹤0.01%
31
641
$2.63K ﹤0.01%
84
-32
642
$2.63K ﹤0.01%
88
-6
643
$2.63K ﹤0.01%
161
644
$2.6K ﹤0.01%
108
645
$2.59K ﹤0.01%
12
646
$2.57K ﹤0.01%
13
+1
647
$2.57K ﹤0.01%
32
648
$2.57K ﹤0.01%
275
+70
649
$2.56K ﹤0.01%
74
650
$2.55K ﹤0.01%
94
+6
24 25
26
27 28