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
526
$6.33K ﹤0.01%
39
+13
527
$6.33K ﹤0.01%
+126
528
$6.29K ﹤0.01%
142
529
$6.23K ﹤0.01%
52
-14
530
$6.18K ﹤0.01%
90
531
$6.13K ﹤0.01%
59
532
$6.08K ﹤0.01%
125
533
$5.98K ﹤0.01%
245
-202
534
$5.97K ﹤0.01%
200
535
$5.95K ﹤0.01%
93
-33
536
$5.95K ﹤0.01%
43
-50
537
$5.94K ﹤0.01%
47
538
$5.92K ﹤0.01%
65
539
$5.85K ﹤0.01%
26
-32
540
$5.84K ﹤0.01%
150
541
$5.84K ﹤0.01%
119
-3
542
$5.82K ﹤0.01%
45
-1
543
$5.82K ﹤0.01%
+62
544
$5.79K ﹤0.01%
45
545
$5.75K ﹤0.01%
55
546
$5.72K ﹤0.01%
14
-1
547
$5.7K ﹤0.01%
635
548
$5.68K ﹤0.01%
141
+73
549
$5.66K ﹤0.01%
+30
550
$5.62K ﹤0.01%
115
+2
20 21
22
23 24