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
676
$3.09K ﹤0.01%
59
+3
677
$3.08K ﹤0.01%
221
678
$3.03K ﹤0.01%
21
679
$2.99K ﹤0.01%
113
680
$2.95K ﹤0.01%
20
681
$2.95K ﹤0.01%
105
682
$2.95K ﹤0.01%
32
683
$2.92K ﹤0.01%
+41
684
$2.91K ﹤0.01%
+39
685
$2.9K ﹤0.01%
30
686
$2.89K ﹤0.01%
8
687
$2.88K ﹤0.01%
+40
688
$2.87K ﹤0.01%
12
-5
689
$2.86K ﹤0.01%
+38
690
$2.85K ﹤0.01%
97
691
$2.85K ﹤0.01%
10
692
$2.85K ﹤0.01%
13
+5
693
$2.84K ﹤0.01%
18
694
$2.83K ﹤0.01%
51
-1
695
$2.83K ﹤0.01%
9
696
$2.82K ﹤0.01%
12
697
$2.81K ﹤0.01%
9
698
$2.79K ﹤0.01%
57
-28
699
$2.79K ﹤0.01%
54
700
$2.76K ﹤0.01%
22
+4
26 27
28
29 30