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
851
$549 ﹤0.01%
6
852
$541 ﹤0.01%
3
853
$539 ﹤0.01%
4
854
$535 ﹤0.01%
18
-5
855
$530 ﹤0.01%
6
856
$525 ﹤0.01%
+12
857
$521 ﹤0.01%
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858
$512 ﹤0.01%
+18
859
$491 ﹤0.01%
1
860
$491 ﹤0.01%
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-4
861
$490 ﹤0.01%
2
862
$485 ﹤0.01%
+7
863
$472 ﹤0.01%
78
+8
864
$469 ﹤0.01%
14
865
$467 ﹤0.01%
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-4
866
$462 ﹤0.01%
+2
867
$461 ﹤0.01%
11
868
$453 ﹤0.01%
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869
$451 ﹤0.01%
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870
$450 ﹤0.01%
1
871
$450 ﹤0.01%
+13
872
$448 ﹤0.01%
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873
$448 ﹤0.01%
2
874
$448 ﹤0.01%
6
875
$443 ﹤0.01%
2
+1
33 34
35
36 37