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
1201
$114 ﹤0.01%
6
-5
1202
$111 ﹤0.01%
+1
1203
$102 ﹤0.01%
1
-1
1204
$101 ﹤0.01%
2
1205
$101 ﹤0.01%
4
-39
1206
$97 ﹤0.01%
+5
1207
$96 ﹤0.01%
4
1208
$96 ﹤0.01%
7
1209
$95 ﹤0.01%
22
1210
$94 ﹤0.01%
+2
1211
$83 ﹤0.01%
3
1212
$82 ﹤0.01%
1
-12
1213
$82 ﹤0.01%
6
1214
$80 ﹤0.01%
+4
1215
$62 ﹤0.01%
4
-17
1216
$61 ﹤0.01%
25
1217
$56 ﹤0.01%
1
1218
$45 ﹤0.01%
+1
1219
$36 ﹤0.01%
+1
1220
$28 ﹤0.01%
27
1221
$27 ﹤0.01%
15
1222
$26 ﹤0.01%
+1
1223
$20 ﹤0.01%
1
-164
1224
$12 ﹤0.01%
2
1225
– –
0
47 48
49
50 51