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
826
$408 ﹤0.01%
6
827
$404 ﹤0.01%
8
828
$401 ﹤0.01%
+4
829
$394 ﹤0.01%
2
830
$390 ﹤0.01%
3
831
$387 ﹤0.01%
4
832
$386 ﹤0.01%
8
833
$385 ﹤0.01%
4
834
$383 ﹤0.01%
72
835
$374 ﹤0.01%
2
836
$370 ﹤0.01%
12
837
$368 ﹤0.01%
2
838
$367 ﹤0.01%
6
839
$367 ﹤0.01%
2
+1
840
$364 ﹤0.01%
4
841
$363 ﹤0.01%
1
842
$361 ﹤0.01%
73
+27
843
$359 ﹤0.01%
76
+17
844
$359 ﹤0.01%
36
-10
845
$357 ﹤0.01%
3
846
$353 ﹤0.01%
1
847
$353 ﹤0.01%
5
848
$351 ﹤0.01%
2
849
$349 ﹤0.01%
2
850
$349 ﹤0.01%
4
-2
32 33
34
35 36