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
851
$347 ﹤0.01%
3
-1
852
$346 ﹤0.01%
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853
$345 ﹤0.01%
2
854
$344 ﹤0.01%
+1
855
$343 ﹤0.01%
2
856
$343 ﹤0.01%
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857
$342 ﹤0.01%
10
858
$340 ﹤0.01%
4
859
$340 ﹤0.01%
2
-13
860
$339 ﹤0.01%
4
861
$338 ﹤0.01%
7
-1
862
$338 ﹤0.01%
7
863
$338 ﹤0.01%
2
+1
864
$335 ﹤0.01%
2
865
$334 ﹤0.01%
3
866
$334 ﹤0.01%
1
867
$332 ﹤0.01%
8
868
$332 ﹤0.01%
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869
$332 ﹤0.01%
+1
870
$331 ﹤0.01%
2
871
$329 ﹤0.01%
11
872
$322 ﹤0.01%
+9
873
$322 ﹤0.01%
13
874
$320 ﹤0.01%
10
875
$318 ﹤0.01%
166
33 34
35
36 37