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
1
$40.4M 12.97%
350,813
+17,064
2
$35.4M 11.36%
365,499
+25,670
3
$35M 11.22%
669,641
+41,803
4
$25.4M 8.14%
530,355
+45,176
5
$20.6M 6.62%
35,035
+688
6
$17.6M 5.64%
758,165
-4,849
7
$13.6M 4.36%
25,199
+588
8
$11.9M 3.82%
49,519
+460
9
$11.7M 3.74%
40,222
+1,142
10
$8.65M 2.77%
34,527
-128
11
$7.13M 2.29%
161,958
+6,046
12
$7.07M 2.27%
100,569
+2,153
13
$7.07M 2.27%
17,497
-602
14
$3.87M 1.24%
43,474
+1,720
15
$3.68M 1.18%
13,649
+40
16
$3.47M 1.11%
5,920
+296
17
$3.09M 0.99%
30,757
+3
18
$2.87M 0.92%
12,400
+38
19
$2.4M 0.77%
18,633
+5,482
20
$2.38M 0.76%
5,644
+16
21
$2.34M 0.75%
17,460
+2,039
22
$2.11M 0.68%
9,618
+414
23
$2.1M 0.67%
25,721
-37
24
$1.91M 0.61%
27,770
+3,456
25
$1.85M 0.59%
17,338
+1,480
1
2 3 4 5