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
1101
$185 ﹤0.01%
2
1102
$185 ﹤0.01%
1
1103
$184 ﹤0.01%
3
1104
$183 ﹤0.01%
3
1105
$183 ﹤0.01%
7
1106
$182 ﹤0.01%
7
1107
$182 ﹤0.01%
18
-26
1108
$180 ﹤0.01%
16
1109
$180 ﹤0.01%
+3
1110
$180 ﹤0.01%
16
1111
$180 ﹤0.01%
4
1112
$180 ﹤0.01%
9
1113
$179 ﹤0.01%
27
-3
1114
$179 ﹤0.01%
2
1115
$179 ﹤0.01%
28
1116
$178 ﹤0.01%
15
-21
1117
$177 ﹤0.01%
+5
1118
$177 ﹤0.01%
3
1119
$176 ﹤0.01%
43
1120
$176 ﹤0.01%
4
1121
$176 ﹤0.01%
12
1122
$176 ﹤0.01%
5
1123
$175 ﹤0.01%
8
1124
$175 ﹤0.01%
2
1125
$175 ﹤0.01%
1
43 44
45
46 47