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
326
$20.4K 0.01%
+454
327
$20.3K 0.01%
271
+1
328
$20.2K 0.01%
219
329
$20.2K 0.01%
77
330
$20.1K 0.01%
+450
331
$19.9K 0.01%
133
+23
332
$19.8K 0.01%
470
333
$19.5K 0.01%
68
334
$19.5K 0.01%
121
-4
335
$19.4K 0.01%
402
+4
336
$19.2K 0.01%
21
-1
337
$19.1K 0.01%
351
-1,154
338
$19K 0.01%
239
-1
339
$19K 0.01%
172
+26
340
$19K 0.01%
1,298
+761
341
$18.9K 0.01%
167
-27
342
$18.8K 0.01%
37
+11
343
$18.6K 0.01%
810
-20
344
$18.5K 0.01%
176
+62
345
$18.5K 0.01%
187
-180
346
$18.4K 0.01%
264
347
$18.4K 0.01%
24
+23
348
$18.3K 0.01%
317
349
$17.8K 0.01%
44
-6
350
$17.8K 0.01%
61
+5
12 13
14
15 16