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
901
$292 ﹤0.01%
2
-2
902
$291 ﹤0.01%
+12
903
$288 ﹤0.01%
3
904
$288 ﹤0.01%
10
905
$288 ﹤0.01%
14
906
$288 ﹤0.01%
12
-4
907
$288 ﹤0.01%
+22
908
$287 ﹤0.01%
12
909
$286 ﹤0.01%
4
-1
910
$285 ﹤0.01%
4
+1
911
$285 ﹤0.01%
17
-1
912
$284 ﹤0.01%
6
913
$283 ﹤0.01%
2
-2
914
$280 ﹤0.01%
151
915
$280 ﹤0.01%
4
-2
916
$279 ﹤0.01%
+18
917
$279 ﹤0.01%
8
918
$279 ﹤0.01%
15
919
$278 ﹤0.01%
3
-3
920
$275 ﹤0.01%
16
921
$274 ﹤0.01%
11
922
$273 ﹤0.01%
7
923
$273 ﹤0.01%
8
-1
924
$272 ﹤0.01%
10
925
$272 ﹤0.01%
27
35 36
37
38 39