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
826
$722 ﹤0.01%
33
827
$719 ﹤0.01%
24
828
$714 ﹤0.01%
+39
829
$713 ﹤0.01%
30
830
$700 ﹤0.01%
3
831
$697 ﹤0.01%
32
832
$692 ﹤0.01%
18
833
$687 ﹤0.01%
18
834
$680 ﹤0.01%
45
-11
835
$665 ﹤0.01%
+9
836
$636 ﹤0.01%
7
837
$628 ﹤0.01%
6
838
$621 ﹤0.01%
22
839
$614 ﹤0.01%
+9
840
$614 ﹤0.01%
9
841
$606 ﹤0.01%
6
842
$601 ﹤0.01%
108
843
$597 ﹤0.01%
4
844
$596 ﹤0.01%
8
845
$595 ﹤0.01%
140
-16
846
$582 ﹤0.01%
+12
847
$572 ﹤0.01%
10
848
$566 ﹤0.01%
3
849
$552 ﹤0.01%
1
850
$549 ﹤0.01%
16
-37
32 33
34
35 36