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
1176
$134 ﹤0.01%
4
1177
$134 ﹤0.01%
3
1178
$133 ﹤0.01%
1
1179
$132 ﹤0.01%
2
1180
$132 ﹤0.01%
1
1181
$132 ﹤0.01%
6
1182
$131 ﹤0.01%
2
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$131 ﹤0.01%
3
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$131 ﹤0.01%
2
1185
$130 ﹤0.01%
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1186
$129 ﹤0.01%
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1187
$129 ﹤0.01%
5
1188
$128 ﹤0.01%
2
1189
$128 ﹤0.01%
3
-1
1190
$127 ﹤0.01%
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1191
$127 ﹤0.01%
6
-2
1192
$127 ﹤0.01%
2
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$127 ﹤0.01%
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$126 ﹤0.01%
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$126 ﹤0.01%
2
1196
$125 ﹤0.01%
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1197
$125 ﹤0.01%
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1198
$124 ﹤0.01%
13
1199
$124 ﹤0.01%
5
1200
$123 ﹤0.01%
8
46 47
48
49 50