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
601
$4.47K ﹤0.01%
189
602
$4.42K ﹤0.01%
52
-1
603
$4.42K ﹤0.01%
115
604
$4.38K ﹤0.01%
18
605
$4.37K ﹤0.01%
37
-4
606
$4.37K ﹤0.01%
10
607
$4.36K ﹤0.01%
+95
608
$4.34K ﹤0.01%
27
609
$4.33K ﹤0.01%
13
610
$4.32K ﹤0.01%
39
611
$4.31K ﹤0.01%
13
612
$4.31K ﹤0.01%
34
613
$4.29K ﹤0.01%
22
614
$4.25K ﹤0.01%
+145
615
$4.25K ﹤0.01%
+400
616
$4.25K ﹤0.01%
176
617
$4.21K ﹤0.01%
9
618
$4.18K ﹤0.01%
40
619
$4.18K ﹤0.01%
16
-1
620
$4.16K ﹤0.01%
50
+7
621
$4.15K ﹤0.01%
7
622
$4.15K ﹤0.01%
338
623
$4.14K ﹤0.01%
32
-1
624
$4.13K ﹤0.01%
16
625
$4.08K ﹤0.01%
+105
23 24
25
26 27