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
626
$4.06K ﹤0.01%
38
627
$4K ﹤0.01%
77
628
$3.98K ﹤0.01%
158
629
$3.98K ﹤0.01%
50
+7
630
$3.96K ﹤0.01%
22
-1
631
$3.96K ﹤0.01%
49
+8
632
$3.95K ﹤0.01%
94
+81
633
$3.93K ﹤0.01%
+170
634
$3.92K ﹤0.01%
+18
635
$3.9K ﹤0.01%
7
636
$3.9K ﹤0.01%
218
637
$3.88K ﹤0.01%
12
638
$3.84K ﹤0.01%
16
639
$3.79K ﹤0.01%
331
+74
640
$3.78K ﹤0.01%
25
-2
641
$3.74K ﹤0.01%
27
-4
642
$3.74K ﹤0.01%
+11
643
$3.73K ﹤0.01%
41
644
$3.73K ﹤0.01%
+153
645
$3.73K ﹤0.01%
25
646
$3.69K ﹤0.01%
55
647
$3.69K ﹤0.01%
109
648
$3.68K ﹤0.01%
85
+27
649
$3.68K ﹤0.01%
175
650
$3.67K ﹤0.01%
23
-12
24 25
26
27 28