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
451
$9.61K ﹤0.01%
69
452
$9.58K ﹤0.01%
19
+5
453
$9.52K ﹤0.01%
26
454
$9.47K ﹤0.01%
286
+57
455
$9.46K ﹤0.01%
200
456
$9.26K ﹤0.01%
119
-54
457
$9.23K ﹤0.01%
946
458
$9.15K ﹤0.01%
146
-13
459
$9.14K ﹤0.01%
5
460
$9.13K ﹤0.01%
211
+58
461
$9.13K ﹤0.01%
269
462
$9.04K ﹤0.01%
92
463
$8.95K ﹤0.01%
55
464
$8.94K ﹤0.01%
29
+12
465
$8.9K ﹤0.01%
36
+3
466
$8.87K ﹤0.01%
120
467
$8.81K ﹤0.01%
36
-6
468
$8.78K ﹤0.01%
11
+2
469
$8.72K ﹤0.01%
45
-1
470
$8.69K ﹤0.01%
33
471
$8.69K ﹤0.01%
80
472
$8.69K ﹤0.01%
65
-1
473
$8.64K ﹤0.01%
72
-15
474
$8.57K ﹤0.01%
24
-2
475
$8.54K ﹤0.01%
90
+23
17 18
19
20 21