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
726
$1.03K ﹤0.01%
10
727
$1.03K ﹤0.01%
27
-43
728
$1.03K ﹤0.01%
28
-41
729
$1.02K ﹤0.01%
18
-3
730
$1.02K ﹤0.01%
8
731
$1.01K ﹤0.01%
56
+46
732
$1.01K ﹤0.01%
71
733
$1.01K ﹤0.01%
23
734
$1K ﹤0.01%
+30
735
$1K ﹤0.01%
+10
736
$987 ﹤0.01%
4
737
$987 ﹤0.01%
30
-6
738
$981 ﹤0.01%
+18
739
$977 ﹤0.01%
+19
740
$962 ﹤0.01%
17
741
$962 ﹤0.01%
2
-8
742
$960 ﹤0.01%
10
743
$958 ﹤0.01%
+19
744
$941 ﹤0.01%
16
-115
745
$921 ﹤0.01%
+300
746
$905 ﹤0.01%
139
+19
747
$895 ﹤0.01%
+2
748
$887 ﹤0.01%
3
-3
749
$885 ﹤0.01%
4
+1
750
$873 ﹤0.01%
9
+1
28 29
30
31 32