AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.42M
3
+$1.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.67M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$2.65M
2
+$2.26M
3
+$724K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$546K
5
NSC icon
Norfolk Southern
NSC
+$422K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.1K 0.01%
1,942
+1,652
227
$40.7K 0.01%
1,135
-176
228
$40.5K 0.01%
+1,093
229
$40.4K 0.01%
+150
230
$40K 0.01%
459
+2
231
$39.8K 0.01%
634
232
$39.8K 0.01%
+791
233
$39.7K 0.01%
380
234
$39.6K 0.01%
189
-85
235
$39.4K 0.01%
215
-402
236
$39.4K 0.01%
489
+424
237
$38.9K 0.01%
197
+14
238
$38.1K 0.01%
1,000
-7
239
$37.8K 0.01%
380
+318
240
$37.7K 0.01%
202
-6
241
$37.6K 0.01%
486
-5
242
$37.2K 0.01%
+1,000
243
$37.1K 0.01%
1,438
+181
244
$37.1K 0.01%
911
+2
245
$36.5K 0.01%
1,367
+13
246
$36.2K 0.01%
514
+12
247
$36.1K 0.01%
+809
248
$36K 0.01%
117
249
$35.8K 0.01%
354
250
$35.6K 0.01%
+920
8 9
10
11 12