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
76
$205K 0.06%
694
+6
77
$204K 0.06%
750
-12
78
$204K 0.06%
2,086
-182
79
$202K 0.06%
4,724
+66
80
$200K 0.06%
1,014
-30
81
$197K 0.06%
350
+41
82
$194K 0.05%
2,701
+810
83
$194K 0.05%
4,608
+2,814
84
$188K 0.05%
486
+349
85
$185K 0.05%
845
-8
86
$182K 0.05%
1,753
87
$176K 0.05%
2,194
+9
88
$171K 0.05%
5,178
+3,958
89
$169K 0.05%
866
-37
90
$163K 0.05%
1,440
+408
91
$163K 0.05%
1,480
-905
92
$162K 0.05%
+1,951
93
$158K 0.04%
6,666
+107
94
$155K 0.04%
400
-18
95
$154K 0.04%
1,132
+3
96
$153K 0.04%
196
+6
97
$153K 0.04%
2,319
+24
98
$150K 0.04%
486
-5
99
$149K 0.04%
57
-3
100
$147K 0.04%
504
+243
2 3
4
5 6