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
76
$157K 0.05%
6,460
+102
77
$152K 0.05%
5,127
+835
78
$151K 0.05%
503
-8
79
$148K 0.05%
674
+21
80
$147K 0.05%
882
+5
81
$136K 0.04%
1,206
-13
82
$136K 0.04%
3,349
+48
83
$136K 0.04%
1,262
-2
84
$135K 0.04%
266
+1
85
$133K 0.04%
2,202
-43
86
$131K 0.04%
3,418
+2,761
87
$130K 0.04%
388
88
$129K 0.04%
533
+28
89
$126K 0.04%
4,627
+82
90
$125K 0.04%
595
91
$124K 0.04%
1,762
-13
92
$123K 0.04%
159
+2
93
$121K 0.04%
634
94
$117K 0.04%
905
+5
95
$114K 0.04%
2,058
+43
96
$114K 0.04%
2,010
+125
97
$110K 0.04%
1,609
-1
98
$109K 0.03%
813
99
$108K 0.03%
1,026
-3
100
$107K 0.03%
2,527
+86
2 3
4
5 6