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
926
$272 ﹤0.01%
4
927
$271 ﹤0.01%
+3
928
$270 ﹤0.01%
4
929
$270 ﹤0.01%
4
930
$270 ﹤0.01%
2
-2
931
$269 ﹤0.01%
10
+2
932
$268 ﹤0.01%
7
+2
933
$268 ﹤0.01%
6
934
$267 ﹤0.01%
2
935
$266 ﹤0.01%
2
-1
936
$266 ﹤0.01%
+39
937
$266 ﹤0.01%
2
938
$266 ﹤0.01%
4
939
$264 ﹤0.01%
5
940
$264 ﹤0.01%
3
-3
941
$264 ﹤0.01%
2
942
$261 ﹤0.01%
7
943
$260 ﹤0.01%
12
944
$259 ﹤0.01%
8
945
$258 ﹤0.01%
1
946
$258 ﹤0.01%
14
-3
947
$258 ﹤0.01%
+4
948
$257 ﹤0.01%
7
949
$257 ﹤0.01%
+4
950
$256 ﹤0.01%
7
36 37
38
39 40