AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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
1226
– –
-87
1227
– –
-10
1228
– –
-16
1229
– –
-127
1230
– –
-10
1231
– –
-6
1232
– –
-301
1233
– –
-4
1234
– –
-3
1235
– –
-80
1236
– –
-14
1237
– –
-67
1238
– –
-1,200
1239
– –
-100
1240
– –
-10
1241
– –
-3
1242
– –
-44
1243
– –
-33
1244
– –
-149
1245
– –
-10
1246
– –
-167
1247
– –
-6
1248
– –
-5
1249
– –
-5
1250
– –
-18
48 49
50
51 52