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
1051
$208 ﹤0.01%
9
1052
$207 ﹤0.01%
3
1053
$207 ﹤0.01%
25
1054
$207 ﹤0.01%
14
1055
$206 ﹤0.01%
3
1056
$206 ﹤0.01%
36
1057
$206 ﹤0.01%
5
1058
$205 ﹤0.01%
4
1059
$205 ﹤0.01%
4
1060
$205 ﹤0.01%
16
1061
$203 ﹤0.01%
3
1062
$203 ﹤0.01%
20
1063
$202 ﹤0.01%
4
1064
$202 ﹤0.01%
11
1065
$201 ﹤0.01%
1
1066
$201 ﹤0.01%
55
-10
1067
$200 ﹤0.01%
10
1068
$200 ﹤0.01%
5
1069
$200 ﹤0.01%
5
-3
1070
$199 ﹤0.01%
6
1071
$199 ﹤0.01%
3
1072
$199 ﹤0.01%
13
1073
$199 ﹤0.01%
13
-1
1074
$198 ﹤0.01%
2
1075
$198 ﹤0.01%
12
41 42
43
44 45