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
1076
$197 ﹤0.01%
4
1077
$196 ﹤0.01%
15
1078
$196 ﹤0.01%
10
1079
$196 ﹤0.01%
3
1080
$196 ﹤0.01%
1
-335
1081
$195 ﹤0.01%
5
1082
$195 ﹤0.01%
4
1083
$194 ﹤0.01%
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-381
1084
$194 ﹤0.01%
1
1085
$193 ﹤0.01%
10
1086
$193 ﹤0.01%
3
1087
$193 ﹤0.01%
35
-9
1088
$192 ﹤0.01%
4
1089
$192 ﹤0.01%
5
1090
$192 ﹤0.01%
4
-5
1091
$191 ﹤0.01%
11
1092
$190 ﹤0.01%
11
1093
$190 ﹤0.01%
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1094
$188 ﹤0.01%
12
+2
1095
$188 ﹤0.01%
4
-3
1096
$187 ﹤0.01%
2
1097
$187 ﹤0.01%
1
-1
1098
$187 ﹤0.01%
5
1099
$187 ﹤0.01%
1
1100
$186 ﹤0.01%
+8
42 43
44
45 46