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
126
$80.9K 0.03%
1,083
+14
127
$80.3K 0.03%
1,022
+7
128
$80K 0.03%
761
+14
129
$79.8K 0.03%
16
130
$79.4K 0.03%
219
+7
131
$79K 0.03%
240
-7
132
$78.3K 0.03%
271
+1
133
$75.4K 0.02%
1,222
+10
134
$75.1K 0.02%
71
+2
135
$74.5K 0.02%
306
136
$73K 0.02%
965
+8
137
$72.9K 0.02%
959
-28
138
$72.3K 0.02%
1,564
+498
139
$72.2K 0.02%
385
+1
140
$72K 0.02%
1,408
+1,156
141
$71K 0.02%
358
142
$70.7K 0.02%
775
+156
143
$70.5K 0.02%
654
-70
144
$69.4K 0.02%
2,751
145
$68.5K 0.02%
154
-2
146
$68K 0.02%
1,124
-9
147
$66.6K 0.02%
922
+2
148
$66.5K 0.02%
961
149
$66.5K 0.02%
575
+102
150
$64.7K 0.02%
184
+4
4 5
6
7 8