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
701
$2.75K ﹤0.01%
24
702
$2.71K ﹤0.01%
40
+8
703
$2.71K ﹤0.01%
31
704
$2.71K ﹤0.01%
161
705
$2.7K ﹤0.01%
40
706
$2.68K ﹤0.01%
26
+7
707
$2.65K ﹤0.01%
35
708
$2.62K ﹤0.01%
36
709
$2.58K ﹤0.01%
226
710
$2.55K ﹤0.01%
22
711
$2.55K ﹤0.01%
+11
712
$2.5K ﹤0.01%
26
713
$2.45K ﹤0.01%
36
714
$2.44K ﹤0.01%
10
+8
715
$2.44K ﹤0.01%
77
-301
716
$2.43K ﹤0.01%
8
717
$2.43K ﹤0.01%
27
+7
718
$2.4K ﹤0.01%
3
-5
719
$2.4K ﹤0.01%
73
720
$2.38K ﹤0.01%
62
-8
721
$2.37K ﹤0.01%
16
722
$2.36K ﹤0.01%
224
+48
723
$2.35K ﹤0.01%
50
724
$2.34K ﹤0.01%
28
+1
725
$2.33K ﹤0.01%
29
27 28
29
30 31