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
951
$256 ﹤0.01%
16
+2
952
$256 ﹤0.01%
6
953
$255 ﹤0.01%
2
954
$254 ﹤0.01%
11
955
$254 ﹤0.01%
7
956
$254 ﹤0.01%
8
957
$253 ﹤0.01%
8
958
$251 ﹤0.01%
4
959
$251 ﹤0.01%
13
960
$250 ﹤0.01%
2
-1
961
$250 ﹤0.01%
3
-3
962
$250 ﹤0.01%
7
963
$248 ﹤0.01%
3
-3
964
$248 ﹤0.01%
4
-2
965
$248 ﹤0.01%
9
-2
966
$247 ﹤0.01%
12
967
$247 ﹤0.01%
5
968
$247 ﹤0.01%
8
+2
969
$246 ﹤0.01%
3
970
$246 ﹤0.01%
2
971
$246 ﹤0.01%
7
972
$244 ﹤0.01%
1
973
$244 ﹤0.01%
4
974
$244 ﹤0.01%
42
-60
975
$244 ﹤0.01%
17
-6
37 38
39
40 41