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
476
$8.51K ﹤0.01%
47
477
$8.41K ﹤0.01%
+24
478
$8.36K ﹤0.01%
62
-1
479
$8.24K ﹤0.01%
109
480
$8.23K ﹤0.01%
2,280
+13
481
$8.18K ﹤0.01%
278
482
$7.99K ﹤0.01%
160
483
$7.97K ﹤0.01%
26
484
$7.89K ﹤0.01%
106
-13
485
$7.89K ﹤0.01%
102
486
$7.86K ﹤0.01%
40
+1
487
$7.79K ﹤0.01%
7
488
$7.79K ﹤0.01%
131
489
$7.78K ﹤0.01%
65
490
$7.74K ﹤0.01%
46
491
$7.55K ﹤0.01%
+106
492
$7.55K ﹤0.01%
59
493
$7.42K ﹤0.01%
2
494
$7.38K ﹤0.01%
128
-9
495
$7.38K ﹤0.01%
680
496
$7.37K ﹤0.01%
13
-1
497
$7.37K ﹤0.01%
26
-1
498
$7.34K ﹤0.01%
210
499
$7.24K ﹤0.01%
76
500
$7.15K ﹤0.01%
24
-2
18 19
20
21 22