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
701
$1.45K ﹤0.01%
12
702
$1.44K ﹤0.01%
21
703
$1.44K ﹤0.01%
17
704
$1.43K ﹤0.01%
47
+4
705
$1.4K ﹤0.01%
63
+21
706
$1.39K ﹤0.01%
138
+8
707
$1.36K ﹤0.01%
+12
708
$1.33K ﹤0.01%
6
709
$1.33K ﹤0.01%
92
710
$1.31K ﹤0.01%
22
+18
711
$1.29K ﹤0.01%
+40
712
$1.27K ﹤0.01%
+60
713
$1.26K ﹤0.01%
3
714
$1.26K ﹤0.01%
10
715
$1.26K ﹤0.01%
29
+9
716
$1.22K ﹤0.01%
9
717
$1.19K ﹤0.01%
+32
718
$1.19K ﹤0.01%
+21
719
$1.18K ﹤0.01%
40
-1
720
$1.18K ﹤0.01%
64
721
$1.17K ﹤0.01%
11
722
$1.11K ﹤0.01%
46
723
$1.06K ﹤0.01%
216
724
$1.04K ﹤0.01%
23
-2
725
$1.04K ﹤0.01%
107
-3
27 28
29
30 31