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
1026
$216 ﹤0.01%
8
1027
$216 ﹤0.01%
19
1028
$216 ﹤0.01%
11
1029
$215 ﹤0.01%
38
1030
$215 ﹤0.01%
2
1031
$215 ﹤0.01%
7
1032
$215 ﹤0.01%
2
1033
$215 ﹤0.01%
1
1034
$215 ﹤0.01%
1
-1
1035
$214 ﹤0.01%
3
1036
$214 ﹤0.01%
2
1037
$213 ﹤0.01%
12
1038
$213 ﹤0.01%
7
1039
$212 ﹤0.01%
2
1040
$211 ﹤0.01%
4
1041
$210 ﹤0.01%
3
1042
$210 ﹤0.01%
5
1043
$210 ﹤0.01%
20
1044
$209 ﹤0.01%
10
1045
$209 ﹤0.01%
5
1046
$209 ﹤0.01%
12
1047
$208 ﹤0.01%
11
1048
$208 ﹤0.01%
3
1049
$208 ﹤0.01%
4
1050
$208 ﹤0.01%
6
40 41
42
43 44