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
876
$316 ﹤0.01%
2
877
$316 ﹤0.01%
6
878
$315 ﹤0.01%
13
879
$315 ﹤0.01%
40
880
$314 ﹤0.01%
2
881
$313 ﹤0.01%
5
+1
882
$313 ﹤0.01%
10
-9
883
$313 ﹤0.01%
2
-2
884
$312 ﹤0.01%
3
-1
885
$311 ﹤0.01%
8
886
$311 ﹤0.01%
2
887
$310 ﹤0.01%
10
888
$310 ﹤0.01%
10
-2
889
$309 ﹤0.01%
34
890
$305 ﹤0.01%
2
-1
891
$305 ﹤0.01%
3
892
$302 ﹤0.01%
18
-6
893
$301 ﹤0.01%
3
894
$301 ﹤0.01%
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895
$300 ﹤0.01%
1
896
$299 ﹤0.01%
15
897
$298 ﹤0.01%
11
898
$298 ﹤0.01%
2
899
$293 ﹤0.01%
3
900
$293 ﹤0.01%
12
34 35
36
37 38