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
776
$615 ﹤0.01%
1
777
$614 ﹤0.01%
18
778
$595 ﹤0.01%
10
779
$587 ﹤0.01%
3
780
$586 ﹤0.01%
6
+5
781
$584 ﹤0.01%
5
-32
782
$583 ﹤0.01%
44
783
$579 ﹤0.01%
39
784
$577 ﹤0.01%
+32
785
$570 ﹤0.01%
56
786
$569 ﹤0.01%
30
787
$554 ﹤0.01%
8
788
$548 ﹤0.01%
6
-10
789
$547 ﹤0.01%
201
790
$545 ﹤0.01%
24
791
$536 ﹤0.01%
6
792
$532 ﹤0.01%
6
793
$530 ﹤0.01%
4
794
$527 ﹤0.01%
25
-59
795
$519 ﹤0.01%
4
-2
796
$517 ﹤0.01%
2
797
$513 ﹤0.01%
6
798
$510 ﹤0.01%
6
799
$506 ﹤0.01%
6
800
$505 ﹤0.01%
16
30 31
32
33 34