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
851
$549 ﹤0.01%
6
852
$541 ﹤0.01%
3
853
$539 ﹤0.01%
4
854
$535 ﹤0.01%
18
-5
855
$530 ﹤0.01%
6
856
$525 ﹤0.01%
+12
857
$521 ﹤0.01%
28
858
$512 ﹤0.01%
+18
859
$491 ﹤0.01%
17
-4
860
$491 ﹤0.01%
1
861
$490 ﹤0.01%
2
862
$485 ﹤0.01%
+7
863
$472 ﹤0.01%
78
+8
864
$469 ﹤0.01%
14
865
$467 ﹤0.01%
8
-4
866
$462 ﹤0.01%
+2
867
$461 ﹤0.01%
11
868
$453 ﹤0.01%
18
-2
869
$451 ﹤0.01%
20
870
$450 ﹤0.01%
1
871
$450 ﹤0.01%
+13
872
$448 ﹤0.01%
2
873
$448 ﹤0.01%
20
874
$448 ﹤0.01%
6
875
$443 ﹤0.01%
2
+1
33 34
35
36 37