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
751
$864 ﹤0.01%
195
+52
752
$856 ﹤0.01%
270
+10
753
$850 ﹤0.01%
+2
754
$799 ﹤0.01%
116
-16
755
$782 ﹤0.01%
16
756
$749 ﹤0.01%
4
+1
757
$737 ﹤0.01%
47
758
$730 ﹤0.01%
8
-2
759
$726 ﹤0.01%
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-15
760
$711 ﹤0.01%
30
761
$705 ﹤0.01%
+8
762
$702 ﹤0.01%
4
-8
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$700 ﹤0.01%
+10
764
$698 ﹤0.01%
56
765
$694 ﹤0.01%
20
-4
766
$687 ﹤0.01%
44
767
$677 ﹤0.01%
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768
$676 ﹤0.01%
3
769
$654 ﹤0.01%
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770
$652 ﹤0.01%
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771
$648 ﹤0.01%
10
772
$638 ﹤0.01%
30
-15
773
$635 ﹤0.01%
+20
774
$628 ﹤0.01%
22
+1
775
$616 ﹤0.01%
7
-421
29 30
31
32 33