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
1301
– –
-5
1302
– –
-21
1303
– –
-16
1304
– –
-5
1305
– –
-92
1306
– –
-100
1307
– –
-922
1308
– –
-116
1309
– –
-640
1310
– –
-590
1311
– –
-685
1312
– –
-729
1313
– –
-878
1314
– –
-645
1315
– –
-272
1316
– –
-576
1317
– –
-687
1318
– –
-16
1319
– –
-8
1320
– –
-786
1321
– –
-100
1322
– –
-3,222
1323
– –
-294
1324
– –
-15
1325
– –
-84
51 52
53
54 55