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
1001
$230 ﹤0.01%
6
1002
$230 ﹤0.01%
10
1003
$229 ﹤0.01%
10
1004
$228 ﹤0.01%
8
1005
$228 ﹤0.01%
20
1006
$227 ﹤0.01%
5
1007
$227 ﹤0.01%
13
1008
$227 ﹤0.01%
5
1009
$227 ﹤0.01%
10
1010
$225 ﹤0.01%
7
1011
$223 ﹤0.01%
5
1012
$222 ﹤0.01%
56
1013
$222 ﹤0.01%
1
1014
$222 ﹤0.01%
8
1015
$222 ﹤0.01%
3
-5
1016
$221 ﹤0.01%
2
1017
$221 ﹤0.01%
6
1018
$220 ﹤0.01%
27
-23
1019
$220 ﹤0.01%
4
1020
$220 ﹤0.01%
4
1021
$219 ﹤0.01%
4
1022
$219 ﹤0.01%
6
1023
$217 ﹤0.01%
4
1024
$217 ﹤0.01%
6
1025
$217 ﹤0.01%
6
39 40
41
42 43