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
1201
$123 ﹤0.01%
4
1202
$123 ﹤0.01%
6
1203
$122 ﹤0.01%
5
1204
$121 ﹤0.01%
9
1205
$121 ﹤0.01%
38
1206
$120 ﹤0.01%
8
1207
$120 ﹤0.01%
5
1208
$119 ﹤0.01%
10
1209
$119 ﹤0.01%
4
1210
$119 ﹤0.01%
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1211
$119 ﹤0.01%
20
1212
$118 ﹤0.01%
11
1213
$118 ﹤0.01%
2
1214
$118 ﹤0.01%
9
1215
$117 ﹤0.01%
6
1216
$117 ﹤0.01%
5
1217
$116 ﹤0.01%
1
1218
$116 ﹤0.01%
4
1219
$115 ﹤0.01%
4
1220
$115 ﹤0.01%
5
1221
$115 ﹤0.01%
26
1222
$114 ﹤0.01%
1
1223
$114 ﹤0.01%
1
1224
$113 ﹤0.01%
1
1225
$113 ﹤0.01%
2
47 48
49
50 51