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
1176
$144 ﹤0.01%
5
1177
$144 ﹤0.01%
15
1178
$142 ﹤0.01%
1
-1
1179
$141 ﹤0.01%
+10
1180
$140 ﹤0.01%
2
-1
1181
$139 ﹤0.01%
6
1182
$137 ﹤0.01%
+4
1183
$137 ﹤0.01%
6
1184
$136 ﹤0.01%
+22
1185
$135 ﹤0.01%
11
1186
$134 ﹤0.01%
2
1187
$133 ﹤0.01%
4
1188
$131 ﹤0.01%
4
1189
$131 ﹤0.01%
17
1190
$126 ﹤0.01%
16
1191
$125 ﹤0.01%
+2
1192
$125 ﹤0.01%
3
1193
$124 ﹤0.01%
13
+1
1194
$123 ﹤0.01%
+28
1195
$122 ﹤0.01%
5
1196
$119 ﹤0.01%
3
1197
$119 ﹤0.01%
26
1198
$118 ﹤0.01%
9
1199
$118 ﹤0.01%
16
1200
– –
-75
46 47
48
49 50