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
426
$11K ﹤0.01%
200
427
$10.9K ﹤0.01%
36
-2
428
$10.9K ﹤0.01%
35
-11
429
$10.8K ﹤0.01%
66
430
$10.7K ﹤0.01%
87
+4
431
$10.7K ﹤0.01%
179
+26
432
$10.6K ﹤0.01%
88
433
$10.6K ﹤0.01%
166
434
$10.6K ﹤0.01%
38
-1
435
$10.5K ﹤0.01%
160
-7
436
$10.4K ﹤0.01%
14
+1
437
$10.3K ﹤0.01%
206
+200
438
$10.3K ﹤0.01%
91
439
$10.3K ﹤0.01%
324
+259
440
$10.3K ﹤0.01%
97
-47
441
$10.2K ﹤0.01%
120
442
$10.2K ﹤0.01%
218
443
$10.2K ﹤0.01%
126
444
$10.1K ﹤0.01%
24
+1
445
$9.97K ﹤0.01%
203
-1,001
446
$9.91K ﹤0.01%
201
-4
447
$9.89K ﹤0.01%
189
-1,219
448
$9.88K ﹤0.01%
110
+21
449
$9.74K ﹤0.01%
176
-1
450
$9.73K ﹤0.01%
167
+64
16 17
18
19 20