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
101
$107K 0.03%
251
+8
102
$106K 0.03%
735
-213
103
$105K 0.03%
396
+73
104
$102K 0.03%
60
105
$99.3K 0.03%
1,469
106
$99.2K 0.03%
1,297
-46
107
$98.3K 0.03%
590
-67
108
$96.3K 0.03%
358
+357
109
$95K 0.03%
955
-237
110
$95K 0.03%
1,256
+1,044
111
$92.1K 0.03%
269
+29
112
$91.7K 0.03%
1,281
-5
113
$91.1K 0.03%
2,015
114
$90.9K 0.03%
412
-22
115
$90.4K 0.03%
594
+1
116
$90.3K 0.03%
890
+8
117
$90.1K 0.03%
1,052
118
$88.8K 0.03%
2,221
-83
119
$87.9K 0.03%
303
+3
120
$86.8K 0.03%
2,421
-1,961
121
$85.9K 0.03%
1,497
+814
122
$85.2K 0.03%
2,497
+72
123
$85.1K 0.03%
764
+70
124
$85K 0.03%
1,152
125
$81.2K 0.03%
1,304
+307
3 4
5
6 7