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
976
$243 ﹤0.01%
1
977
$243 ﹤0.01%
+4
978
$243 ﹤0.01%
2
979
$243 ﹤0.01%
8
980
$242 ﹤0.01%
84
981
$242 ﹤0.01%
10
982
$241 ﹤0.01%
16
983
$239 ﹤0.01%
9
984
$238 ﹤0.01%
7
985
$238 ﹤0.01%
5
986
$237 ﹤0.01%
5
987
$237 ﹤0.01%
2
988
$237 ﹤0.01%
7
+1
989
$236 ﹤0.01%
18
+3
990
$236 ﹤0.01%
1
-5
991
$235 ﹤0.01%
+9
992
$235 ﹤0.01%
3
993
$234 ﹤0.01%
3
994
$234 ﹤0.01%
3
-2
995
$234 ﹤0.01%
4
996
$233 ﹤0.01%
7
997
$233 ﹤0.01%
6
998
$232 ﹤0.01%
7
999
$232 ﹤0.01%
4
1000
$230 ﹤0.01%
15
38 39
40
41 42