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
576
$4.92K ﹤0.01%
109
577
$4.85K ﹤0.01%
27
-14
578
$4.85K ﹤0.01%
38
+1
579
$4.84K ﹤0.01%
+41
580
$4.84K ﹤0.01%
83
581
$4.81K ﹤0.01%
33
582
$4.81K ﹤0.01%
110
-24
583
$4.8K ﹤0.01%
92
584
$4.76K ﹤0.01%
16
-3
585
$4.74K ﹤0.01%
106
586
$4.72K ﹤0.01%
69
587
$4.72K ﹤0.01%
14
+5
588
$4.7K ﹤0.01%
4
+1
589
$4.67K ﹤0.01%
+120
590
$4.64K ﹤0.01%
73
591
$4.63K ﹤0.01%
45
592
$4.59K ﹤0.01%
34
593
$4.58K ﹤0.01%
29
-1
594
$4.55K ﹤0.01%
40
595
$4.54K ﹤0.01%
33
-12
596
$4.54K ﹤0.01%
79
597
$4.51K ﹤0.01%
49
+10
598
$4.49K ﹤0.01%
71
599
$4.48K ﹤0.01%
102
-2
600
$4.47K ﹤0.01%
+140
22 23
24
25 26