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
151
$63.4K 0.02%
250
+1
152
$62.9K 0.02%
1,094
+1,017
153
$62.9K 0.02%
679
-80
154
$61.3K 0.02%
422
+24
155
$61.2K 0.02%
1,794
156
$60.8K 0.02%
162
157
$60.5K 0.02%
130
158
$59.3K 0.02%
935
159
$59.1K 0.02%
590
160
$58.7K 0.02%
146
+145
161
$58.5K 0.02%
468
162
$58.4K 0.02%
93
-1
163
$57.9K 0.02%
1,541
-28
164
$57.8K 0.02%
56
165
$57.2K 0.02%
2,045
166
$55.2K 0.02%
+964
167
$54.8K 0.02%
500
168
$54.2K 0.02%
635
-64
169
$54.1K 0.02%
300
-3
170
$53.8K 0.02%
192
171
$52.8K 0.02%
326
172
$52.2K 0.02%
386
+4
173
$52.1K 0.02%
432
+20
174
$51.9K 0.02%
874
-50
175
$51.6K 0.02%
292
+18
5 6
7
8 9