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
676
$1.9K ﹤0.01%
292
+82
677
$1.88K ﹤0.01%
50
-2
678
$1.86K ﹤0.01%
12
679
$1.83K ﹤0.01%
9
680
$1.82K ﹤0.01%
24
681
$1.82K ﹤0.01%
513
-111
682
$1.79K ﹤0.01%
33
683
$1.79K ﹤0.01%
65
684
$1.78K ﹤0.01%
50
685
$1.71K ﹤0.01%
35
-4
686
$1.69K ﹤0.01%
9
-3
687
$1.67K ﹤0.01%
55
688
$1.64K ﹤0.01%
7
-18
689
$1.61K ﹤0.01%
54
690
$1.58K ﹤0.01%
40
691
$1.58K ﹤0.01%
13
692
$1.58K ﹤0.01%
75
+5
693
$1.57K ﹤0.01%
32
694
$1.56K ﹤0.01%
16
695
$1.56K ﹤0.01%
+19
696
$1.54K ﹤0.01%
10
697
$1.5K ﹤0.01%
7
698
$1.5K ﹤0.01%
48
-6
699
$1.48K ﹤0.01%
8
700
$1.47K ﹤0.01%
6
-5
26 27
28
29 30