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
651
$3.65K ﹤0.01%
50
+42
652
$3.63K ﹤0.01%
14
653
$3.6K ﹤0.01%
+154
654
$3.59K ﹤0.01%
68
655
$3.59K ﹤0.01%
68
656
$3.59K ﹤0.01%
45
+25
657
$3.58K ﹤0.01%
28
-4
658
$3.53K ﹤0.01%
23
659
$3.46K ﹤0.01%
17
660
$3.43K ﹤0.01%
80
661
$3.39K ﹤0.01%
60
662
$3.37K ﹤0.01%
5
-1
663
$3.37K ﹤0.01%
20
664
$3.37K ﹤0.01%
117
-77
665
$3.34K ﹤0.01%
+38
666
$3.33K ﹤0.01%
20
667
$3.31K ﹤0.01%
57
668
$3.3K ﹤0.01%
44
-13
669
$3.26K ﹤0.01%
41
670
$3.25K ﹤0.01%
47
-150
671
$3.24K ﹤0.01%
25
672
$3.21K ﹤0.01%
53
673
$3.16K ﹤0.01%
9
-1
674
$3.14K ﹤0.01%
+13
675
$3.13K ﹤0.01%
31
-2
25 26
27
28 29