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
176
$49.4K 0.02%
322
-142
177
$49.3K 0.02%
497
-91
178
$49K 0.02%
165
-59
179
$48.6K 0.02%
241
-42
180
$47.6K 0.02%
207
181
$47.5K 0.02%
392
+6
182
$47.3K 0.02%
354
183
$47.2K 0.02%
658
+32
184
$46.8K 0.02%
200
+136
185
$46.6K 0.02%
81
-33
186
$46.2K 0.01%
1,345
-22
187
$46.2K 0.01%
382
-56
188
$45.5K 0.01%
397
+1
189
$45.3K 0.01%
1,311
+1,135
190
$45.2K 0.01%
200
-64
191
$45.1K 0.01%
254
-13
192
$45.1K 0.01%
1,039
+112
193
$44.5K 0.01%
196
194
$44.3K 0.01%
83
195
$43.6K 0.01%
313
196
$42.4K 0.01%
151
-11
197
$42.2K 0.01%
214
-8
198
$41K 0.01%
1,012
+5
199
$40.4K 0.01%
452
+124
200
$40.1K 0.01%
225
+2
6 7
8
9 10