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
1151
$162 ﹤0.01%
2
-2
1152
$162 ﹤0.01%
12
-2
1153
$161 ﹤0.01%
16
1154
$161 ﹤0.01%
19
1155
$160 ﹤0.01%
15
1156
$160 ﹤0.01%
4
-1
1157
$160 ﹤0.01%
6
1158
$159 ﹤0.01%
12
1159
$159 ﹤0.01%
7
1160
$159 ﹤0.01%
6
-27
1161
$159 ﹤0.01%
2
1162
$156 ﹤0.01%
6
-2
1163
$156 ﹤0.01%
1
1164
$155 ﹤0.01%
3
1165
$155 ﹤0.01%
4
-1
1166
$153 ﹤0.01%
28
1167
$151 ﹤0.01%
5
-8
1168
$151 ﹤0.01%
34
1169
$150 ﹤0.01%
8
1170
$149 ﹤0.01%
4
1171
$148 ﹤0.01%
2
-2
1172
$147 ﹤0.01%
2
1173
$147 ﹤0.01%
14
-2
1174
$146 ﹤0.01%
1
1175
$146 ﹤0.01%
6
45 46
47
48 49