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
201
$39.9K 0.01%
207
+2
202
$39.5K 0.01%
1,130
+20
203
$38.9K 0.01%
171
-6
204
$38K 0.01%
91
+6
205
$37.8K 0.01%
908
+5
206
$37.4K 0.01%
202
+1
207
$37.3K 0.01%
93
+1
208
$37.2K 0.01%
+380
209
$36.5K 0.01%
148
-8
210
$36.4K 0.01%
261
-36
211
$35.7K 0.01%
283
+41
212
$35.4K 0.01%
1,220
213
$35.2K 0.01%
+322
214
$35K 0.01%
70
+1
215
$34.5K 0.01%
136
216
$34.2K 0.01%
1,291
+106
217
$34K 0.01%
1,494
-862
218
$33.5K 0.01%
69
-27
219
$33.4K 0.01%
64
-3
220
$33.1K 0.01%
90
-3
221
$31.2K 0.01%
518
-36
222
$30.8K 0.01%
466
+322
223
$30.7K 0.01%
117
-1
224
$30.7K 0.01%
642
-337
225
$30.1K 0.01%
+603
7 8
9
10 11