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
751
$1.96K ﹤0.01%
1
752
$1.94K ﹤0.01%
16
-8
753
$1.94K ﹤0.01%
64
754
$1.88K ﹤0.01%
36
-12
755
$1.87K ﹤0.01%
50
756
$1.85K ﹤0.01%
26
757
$1.83K ﹤0.01%
26
758
$1.83K ﹤0.01%
33
759
$1.82K ﹤0.01%
98
+1
760
$1.82K ﹤0.01%
15
-1
761
$1.81K ﹤0.01%
32
762
$1.79K ﹤0.01%
88
763
$1.74K ﹤0.01%
18
764
$1.72K ﹤0.01%
6
765
$1.65K ﹤0.01%
8
-9
766
$1.65K ﹤0.01%
9
767
$1.65K ﹤0.01%
13
768
$1.62K ﹤0.01%
38
+35
769
$1.6K ﹤0.01%
10
770
$1.59K ﹤0.01%
12
771
$1.58K ﹤0.01%
26
-1
772
$1.56K ﹤0.01%
+29
773
$1.55K ﹤0.01%
50
-38
774
$1.52K ﹤0.01%
55
775
$1.49K ﹤0.01%
30
29 30
31
32 33