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
251
$35.5K 0.01%
93
252
$35.5K 0.01%
252
+93
253
$35.2K 0.01%
+2,577
254
$34.3K 0.01%
462
255
$34.2K 0.01%
500
256
$34.2K 0.01%
290
-28
257
$34.2K 0.01%
381
+5
258
$33.8K 0.01%
947
-334
259
$33.2K 0.01%
+529
260
$33.1K 0.01%
+2,972
261
$33K 0.01%
70
+2
262
$33K 0.01%
137
-102
263
$32.4K 0.01%
141
264
$32.3K 0.01%
61
-9
265
$32.2K 0.01%
980
266
$31.9K 0.01%
72
-5
267
$31.9K 0.01%
803
268
$31.8K 0.01%
+350
269
$31.4K 0.01%
498
-456
270
$31.4K 0.01%
194
+65
271
$31.1K 0.01%
250
272
$30.8K 0.01%
339
273
$30K 0.01%
236
+1
274
$29.9K 0.01%
77
-7
275
$29.9K 0.01%
103
-3
9 10
11
12 13