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
301
$24.1K 0.01%
90
302
$24K 0.01%
+1,000
303
$23.8K 0.01%
897
+784
304
$23.8K 0.01%
161
305
$23.5K 0.01%
45
+9
306
$23.2K 0.01%
409
-4
307
$23.2K 0.01%
188
308
$23.1K 0.01%
456
309
$22.8K 0.01%
173
-50
310
$22.8K 0.01%
145
311
$22.7K 0.01%
107
+35
312
$22.2K 0.01%
167
+24
313
$22K 0.01%
113
-188
314
$22K 0.01%
56
-4
315
$21.6K 0.01%
+200
316
$21.4K 0.01%
198
317
$21.3K 0.01%
123
+29
318
$20.9K 0.01%
141
319
$20.9K 0.01%
304
320
$20.8K 0.01%
211
-96
321
$20.8K 0.01%
87
-10
322
$20.6K 0.01%
112
323
$20.5K 0.01%
281
324
$20.5K 0.01%
151
325
$20.5K 0.01%
914
+232
11 12
13
14 15