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
801
$498 ﹤0.01%
4
802
$496 ﹤0.01%
9
803
$494 ﹤0.01%
4
804
$486 ﹤0.01%
17
+14
805
$479 ﹤0.01%
+3
806
$477 ﹤0.01%
9
-24
807
$471 ﹤0.01%
53
808
$461 ﹤0.01%
6
809
$456 ﹤0.01%
3
810
$455 ﹤0.01%
45
+2
811
$455 ﹤0.01%
6
812
$451 ﹤0.01%
21
-9
813
$450 ﹤0.01%
3
-1
814
$445 ﹤0.01%
14
815
$443 ﹤0.01%
10
816
$439 ﹤0.01%
37
-15
817
$439 ﹤0.01%
24
818
$438 ﹤0.01%
34
819
$435 ﹤0.01%
4
-1
820
$432 ﹤0.01%
4
+1
821
$429 ﹤0.01%
3
822
$425 ﹤0.01%
2
-1
823
$419 ﹤0.01%
2
824
$416 ﹤0.01%
8
825
$412 ﹤0.01%
4
31 32
33
34 35