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
26
$2.36M 0.67%
10,762
+737
27
$1.95M 0.55%
3,543
+466
28
$1.51M 0.43%
2,052
+149
29
$1.35M 0.38%
61,052
+18,119
30
$1.14M 0.32%
6,427
+1,618
31
$1M 0.28%
3,466
+162
32
$923K 0.26%
5,240
+1,229
33
$769K 0.22%
777
-10
34
$729K 0.21%
1
35
$728K 0.21%
4,008
-41
36
$675K 0.19%
5,040
+1,300
37
$665K 0.19%
6,309
-575
38
$657K 0.19%
2,891
+304
39
$651K 0.18%
7,085
+32
40
$650K 0.18%
4,082
+94
41
$637K 0.18%
26,718
+17,029
42
$560K 0.16%
22,813
+7,087
43
$521K 0.15%
7,071
+470
44
$503K 0.14%
16,681
-1,646
45
$500K 0.14%
2,827
+620
46
$468K 0.13%
1,159
-157
47
$420K 0.12%
2,927
+5
48
$401K 0.11%
916
+185
49
$392K 0.11%
6,326
-28
50
$380K 0.11%
+7,311
1
2
3 4 5