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
501
$7.13K ﹤0.01%
+230
502
$7.1K ﹤0.01%
34
-3
503
$7.08K ﹤0.01%
50
504
$7.06K ﹤0.01%
+153
505
$7.06K ﹤0.01%
345
-18
506
$6.94K ﹤0.01%
229
507
$6.92K ﹤0.01%
83
-13
508
$6.92K ﹤0.01%
91
+16
509
$6.91K ﹤0.01%
28
510
$6.87K ﹤0.01%
17
511
$6.87K ﹤0.01%
68
512
$6.8K ﹤0.01%
87
+35
513
$6.78K ﹤0.01%
31
-12
514
$6.72K ﹤0.01%
279
+1
515
$6.64K ﹤0.01%
23
-20
516
$6.63K ﹤0.01%
89
-1
517
$6.61K ﹤0.01%
97
518
$6.6K ﹤0.01%
51
-1
519
$6.58K ﹤0.01%
52
-5
520
$6.45K ﹤0.01%
26
-26
521
$6.41K ﹤0.01%
118
-36
522
$6.4K ﹤0.01%
46
+42
523
$6.4K ﹤0.01%
60
524
$6.38K ﹤0.01%
58
-4
525
$6.34K ﹤0.01%
29
-2
19 20
21
22 23