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
51
$370K 0.1%
6,314
+6,229
52
$368K 0.1%
4,115
+570
53
$342K 0.1%
2,581
-331
54
$320K 0.09%
2,967
+458
55
$305K 0.09%
1,363
-58
56
$284K 0.08%
1,531
+4
57
$278K 0.08%
820
+1
58
$276K 0.08%
508
-2
59
$269K 0.08%
757
-110
60
$268K 0.08%
961
+1
61
$257K 0.07%
5,435
-25
62
$253K 0.07%
2,189
+170
63
$251K 0.07%
1,226
64
$243K 0.07%
1,011
-102
65
$242K 0.07%
8,443
+3,316
66
$233K 0.07%
637
-14
67
$233K 0.07%
3,645
68
$231K 0.07%
2,920
+510
69
$227K 0.06%
814
70
$224K 0.06%
1,537
+5
71
$220K 0.06%
3,175
-87
72
$218K 0.06%
428
+134
73
$216K 0.06%
5,402
+1,996
74
$210K 0.06%
316
-48
75
$206K 0.06%
4,197
+3,887
1 2
3
4 5