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
551
$5.62K ﹤0.01%
518
+1
552
$5.61K ﹤0.01%
+167
553
$5.6K ﹤0.01%
23
554
$5.58K ﹤0.01%
171
555
$5.49K ﹤0.01%
10
-3
556
$5.46K ﹤0.01%
67
557
$5.46K ﹤0.01%
+232
558
$5.41K ﹤0.01%
32
559
$5.29K ﹤0.01%
14
-2
560
$5.29K ﹤0.01%
119
561
$5.27K ﹤0.01%
50
+44
562
$5.26K ﹤0.01%
25
563
$5.25K ﹤0.01%
78
+5
564
$5.25K ﹤0.01%
16
-4
565
$5.25K ﹤0.01%
29
566
$5.25K ﹤0.01%
69
+8
567
$5.24K ﹤0.01%
26
568
$5.23K ﹤0.01%
120
+105
569
$5.19K ﹤0.01%
9
570
$5.13K ﹤0.01%
29
-1
571
$5.09K ﹤0.01%
33
572
$5.08K ﹤0.01%
50
573
$5.07K ﹤0.01%
65
574
$5.02K ﹤0.01%
250
-1
575
$5.02K ﹤0.01%
20
-9
21 22
23
24 25