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
351
$17.8K 0.01%
114
+64
352
$17.5K 0.01%
78
353
$17.5K ﹤0.01%
97
354
$17.4K ﹤0.01%
509
355
$17.1K ﹤0.01%
23
-1
356
$16.9K ﹤0.01%
49
-13
357
$16.9K ﹤0.01%
76
+4
358
$16.8K ﹤0.01%
52
+4
359
$16.8K ﹤0.01%
596
+127
360
$16.6K ﹤0.01%
20
-8
361
$16.5K ﹤0.01%
69
-15
362
$16.5K ﹤0.01%
+632
363
$16.4K ﹤0.01%
180
364
$16.4K ﹤0.01%
23
-11
365
$16.3K ﹤0.01%
295
366
$16.2K ﹤0.01%
+10,000
367
$16.1K ﹤0.01%
31
+1
368
$15.9K ﹤0.01%
329
369
$15.7K ﹤0.01%
860
+735
370
$15.6K ﹤0.01%
102
371
$15.5K ﹤0.01%
740
-29
372
$15.4K ﹤0.01%
92
-38
373
$15.3K ﹤0.01%
56
+2
374
$15.3K ﹤0.01%
+565
375
$15.3K ﹤0.01%
106
13 14
15
16 17