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
651
$2.54K ﹤0.01%
116
-8
652
$2.54K ﹤0.01%
19
+1
653
$2.5K ﹤0.01%
+284
654
$2.45K ﹤0.01%
96
+8
655
$2.41K ﹤0.01%
58
+7
656
$2.4K ﹤0.01%
28
+2
657
$2.38K ﹤0.01%
153
+1
658
$2.37K ﹤0.01%
92
659
$2.32K ﹤0.01%
26
-7
660
$2.29K ﹤0.01%
35
-193
661
$2.27K ﹤0.01%
22
662
$2.27K ﹤0.01%
87
663
$2.24K ﹤0.01%
23
664
$2.18K ﹤0.01%
26
665
$2.16K ﹤0.01%
73
666
$2.15K ﹤0.01%
+100
667
$2.12K ﹤0.01%
25
-3
668
$2.11K ﹤0.01%
1
669
$2.05K ﹤0.01%
60
670
$2.05K ﹤0.01%
27
671
$2.01K ﹤0.01%
18
672
$2.01K ﹤0.01%
127
+2
673
$1.98K ﹤0.01%
40
674
$1.93K ﹤0.01%
27
675
$1.92K ﹤0.01%
26
25 26
27
28 29