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
776
$1.49K ﹤0.01%
32
-5
777
$1.49K ﹤0.01%
11
-15
778
$1.46K ﹤0.01%
483
+32
779
$1.43K ﹤0.01%
95
-8
780
$1.38K ﹤0.01%
17
781
$1.35K ﹤0.01%
3
782
$1.28K ﹤0.01%
19
783
$1.28K ﹤0.01%
49
784
$1.26K ﹤0.01%
+24
785
$1.26K ﹤0.01%
54
-3
786
$1.25K ﹤0.01%
6
787
$1.22K ﹤0.01%
160
788
$1.21K ﹤0.01%
9
789
$1.2K ﹤0.01%
25
+4
790
$1.19K ﹤0.01%
40
791
$1.18K ﹤0.01%
+32
792
$1.15K ﹤0.01%
35
793
$1.14K ﹤0.01%
10
794
$1.11K ﹤0.01%
56
795
$1.11K ﹤0.01%
215
796
$1.11K ﹤0.01%
18
797
$1.05K ﹤0.01%
10
798
$1.04K ﹤0.01%
8
799
$1.03K ﹤0.01%
+6
800
$1K ﹤0.01%
15
+10
30 31
32
33 34