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
276
$29.8K 0.01%
319
-104
277
$29.1K 0.01%
160
+136
278
$28.9K 0.01%
56
+2
279
$27.8K 0.01%
500
-81
280
$27.5K 0.01%
121
-11
281
$27.5K 0.01%
103
282
$27.1K 0.01%
1,117
+9
283
$26.6K 0.01%
379
284
$26.3K 0.01%
951
+864
285
$26K 0.01%
124
286
$26K 0.01%
117
-14
287
$25.9K 0.01%
+500
288
$25.6K 0.01%
55
-1
289
$25.4K 0.01%
561
+93
290
$25.3K 0.01%
166
-7
291
$25.1K 0.01%
598
292
$25K 0.01%
394
-917
293
$25K 0.01%
302
294
$24.9K 0.01%
86
295
$24.8K 0.01%
471
-34
296
$24.6K 0.01%
176
297
$24.4K 0.01%
1,403
+1,189
298
$24.3K 0.01%
78
299
$24.2K 0.01%
284
300
$24.1K 0.01%
265
+32
10 11
12
13 14