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
951
$269 ﹤0.01%
2
952
$269 ﹤0.01%
6
-1
953
$267 ﹤0.01%
8
954
$266 ﹤0.01%
7
955
$265 ﹤0.01%
2
956
$263 ﹤0.01%
20
957
$262 ﹤0.01%
3
958
$261 ﹤0.01%
11
959
$260 ﹤0.01%
8
960
$260 ﹤0.01%
1
961
$259 ﹤0.01%
4
-1
962
$255 ﹤0.01%
2
963
$255 ﹤0.01%
4
964
$254 ﹤0.01%
6
965
$254 ﹤0.01%
10
966
$253 ﹤0.01%
43
967
$251 ﹤0.01%
6
968
$246 ﹤0.01%
2
969
$246 ﹤0.01%
2
970
$245 ﹤0.01%
8
+1
971
$244 ﹤0.01%
8
972
$244 ﹤0.01%
9
973
$243 ﹤0.01%
7
974
$243 ﹤0.01%
15
975
$243 ﹤0.01%
1
37 38
39
40 41