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
876
$436 ﹤0.01%
6
+4
877
$433 ﹤0.01%
12
-2
878
$425 ﹤0.01%
30
879
$419 ﹤0.01%
9
880
$412 ﹤0.01%
1
881
$407 ﹤0.01%
1
882
$405 ﹤0.01%
4
883
$403 ﹤0.01%
3
884
$395 ﹤0.01%
3
885
$394 ﹤0.01%
+13
886
$392 ﹤0.01%
12
887
$390 ﹤0.01%
34
888
$384 ﹤0.01%
2
889
$374 ﹤0.01%
4
890
$371 ﹤0.01%
4
891
$367 ﹤0.01%
280
892
$367 ﹤0.01%
5
-1
893
$367 ﹤0.01%
24
894
$357 ﹤0.01%
26
895
$356 ﹤0.01%
3
896
$356 ﹤0.01%
4
897
$355 ﹤0.01%
23
898
$351 ﹤0.01%
2
899
$344 ﹤0.01%
4
900
$340 ﹤0.01%
4
-1
34 35
36
37 38