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
901
$337 ﹤0.01%
11
902
$336 ﹤0.01%
2
903
$332 ﹤0.01%
6
-100
904
$331 ﹤0.01%
2
905
$327 ﹤0.01%
10
-30
906
$325 ﹤0.01%
2
907
$324 ﹤0.01%
28
908
$320 ﹤0.01%
10
909
$320 ﹤0.01%
3
910
$319 ﹤0.01%
1
911
$318 ﹤0.01%
1
912
$318 ﹤0.01%
33
913
$311 ﹤0.01%
4
914
$310 ﹤0.01%
20
+4
915
$310 ﹤0.01%
3
916
$310 ﹤0.01%
45
+1
917
$309 ﹤0.01%
3
918
$309 ﹤0.01%
2
919
$309 ﹤0.01%
3
920
$307 ﹤0.01%
30
921
$305 ﹤0.01%
10
922
$304 ﹤0.01%
2
923
$301 ﹤0.01%
24
-2
924
$299 ﹤0.01%
3
925
$297 ﹤0.01%
3
35 36
37
38 39