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
376
$15.3K ﹤0.01%
292
377
$15.2K ﹤0.01%
70
+12
378
$15.2K ﹤0.01%
219
-149
379
$15.2K ﹤0.01%
225
380
$15.1K ﹤0.01%
+490
381
$15K ﹤0.01%
461
+91
382
$14.9K ﹤0.01%
163
383
$14.8K ﹤0.01%
602
384
$14.7K ﹤0.01%
90
+6
385
$14.4K ﹤0.01%
1,900
386
$14.2K ﹤0.01%
475
387
$14K ﹤0.01%
158
388
$13.9K ﹤0.01%
159
-14
389
$13.4K ﹤0.01%
42
390
$13.4K ﹤0.01%
194
391
$13.4K ﹤0.01%
306
392
$13.3K ﹤0.01%
188
-99
393
$13.3K ﹤0.01%
126
394
$13.2K ﹤0.01%
26
+4
395
$13.2K ﹤0.01%
145
-34
396
$13.1K ﹤0.01%
9
397
$13K ﹤0.01%
59
-7
398
$12.9K ﹤0.01%
75
-103
399
$12.8K ﹤0.01%
324
400
$12.8K ﹤0.01%
141
14 15
16
17 18