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
1126
$175 ﹤0.01%
18
1127
$174 ﹤0.01%
10
1128
$174 ﹤0.01%
8
-6
1129
$174 ﹤0.01%
7
1130
$173 ﹤0.01%
15
1131
$173 ﹤0.01%
5
1132
$173 ﹤0.01%
+3
1133
$172 ﹤0.01%
13
1134
$172 ﹤0.01%
11
-49
1135
$172 ﹤0.01%
10
1136
$171 ﹤0.01%
6
-1
1137
$171 ﹤0.01%
4
1138
$170 ﹤0.01%
3
1139
$169 ﹤0.01%
64
1140
$168 ﹤0.01%
8
1141
$168 ﹤0.01%
8
1142
$167 ﹤0.01%
+10
1143
$167 ﹤0.01%
16
1144
$167 ﹤0.01%
8
1145
$167 ﹤0.01%
18
1146
$166 ﹤0.01%
8
1147
$165 ﹤0.01%
3
1148
$164 ﹤0.01%
3
-3
1149
$164 ﹤0.01%
10
+2
1150
$163 ﹤0.01%
1
-2
44 45
46
47 48