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
51
$291K 0.09%
1,005
+403
52
$280K 0.09%
683
+2
53
$272K 0.09%
522
+1
54
$270K 0.09%
3,575
+7
55
$266K 0.09%
796
-8
56
$264K 0.08%
818
-1
57
$261K 0.08%
5,948
+196
58
$256K 0.08%
983
-8
59
$247K 0.08%
1,391
-105
60
$240K 0.08%
1,226
61
$240K 0.08%
617
+58
62
$222K 0.07%
1,892
-9
63
$220K 0.07%
1,422
+684
64
$219K 0.07%
9,636
-2,322
65
$209K 0.07%
336
+7
66
$208K 0.07%
2,301
+139
67
$200K 0.06%
3,386
-130
68
$197K 0.06%
814
69
$193K 0.06%
1,044
+30
70
$192K 0.06%
1,805
-58
71
$190K 0.06%
1,315
-87
72
$182K 0.06%
1,651
+1,247
73
$178K 0.06%
1,753
+8
74
$173K 0.06%
329
+7
75
$168K 0.05%
5,064
+56
1 2
3
4 5