AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$2.24M
3
+$1.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$2.45M
2
+$2.1M
3
+$680K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$505K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$408K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$997 ﹤0.01%
71
802
$991 ﹤0.01%
14
803
$990 ﹤0.01%
10
804
$984 ﹤0.01%
41
-2
805
$979 ﹤0.01%
3
806
$962 ﹤0.01%
54
807
$961 ﹤0.01%
17
808
$956 ﹤0.01%
107
+51
809
$953 ﹤0.01%
62
810
$947 ﹤0.01%
28
811
$947 ﹤0.01%
23
812
$930 ﹤0.01%
90
813
$922 ﹤0.01%
4
814
$904 ﹤0.01%
20
815
$903 ﹤0.01%
264
+64
816
$898 ﹤0.01%
63
-17
817
$842 ﹤0.01%
16
818
$833 ﹤0.01%
21
819
$830 ﹤0.01%
3
820
$826 ﹤0.01%
10
821
$816 ﹤0.01%
15
+3
822
$759 ﹤0.01%
+5
823
$741 ﹤0.01%
20
-26
824
$728 ﹤0.01%
15
825
$724 ﹤0.01%
61
+1
31 32
33
34 35