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
726
$2.3K ﹤0.01%
26
727
$2.28K ﹤0.01%
16
728
$2.27K ﹤0.01%
33
729
$2.24K ﹤0.01%
88
730
$2.24K ﹤0.01%
27
731
$2.23K ﹤0.01%
32
-209
732
$2.22K ﹤0.01%
34
733
$2.19K ﹤0.01%
100
734
$2.16K ﹤0.01%
27
735
$2.13K ﹤0.01%
29
736
$2.12K ﹤0.01%
12
+3
737
$2.11K ﹤0.01%
6
738
$2.11K ﹤0.01%
100
739
$2.09K ﹤0.01%
50
740
$2.06K ﹤0.01%
20
-580
741
$2.06K ﹤0.01%
32
-29
742
$2.05K ﹤0.01%
22
743
$2.04K ﹤0.01%
45
+1
744
$2.01K ﹤0.01%
137
+37
745
$2K ﹤0.01%
30
-1
746
$1.99K ﹤0.01%
12
747
$1.99K ﹤0.01%
59
-5
748
$1.98K ﹤0.01%
17
749
$1.96K ﹤0.01%
38
-34
750
$1.96K ﹤0.01%
28
28 29
30
31 32