AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$2.24M
3
+$1.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$2.45M
2
+$2.1M
3
+$680K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$505K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$408K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$158 ﹤0.01%
7
1127
$157 ﹤0.01%
1
1128
$156 ﹤0.01%
4
1129
$156 ﹤0.01%
7
-1
1130
$156 ﹤0.01%
3
1131
$155 ﹤0.01%
14
1132
$155 ﹤0.01%
9
1133
$155 ﹤0.01%
4
1134
$155 ﹤0.01%
3
1135
$153 ﹤0.01%
1
1136
$151 ﹤0.01%
7
1137
$151 ﹤0.01%
2
1138
$151 ﹤0.01%
3
1139
$151 ﹤0.01%
9
-1
1140
$148 ﹤0.01%
18
1141
$147 ﹤0.01%
9
1142
$147 ﹤0.01%
7
-1
1143
$146 ﹤0.01%
4
1144
$145 ﹤0.01%
2
1145
$145 ﹤0.01%
7
1146
$145 ﹤0.01%
1
1147
$145 ﹤0.01%
2
1148
$145 ﹤0.01%
5
1149
$145 ﹤0.01%
33
1150
$144 ﹤0.01%
4
44 45
46
47 48