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
926
$296 ﹤0.01%
3
927
$294 ﹤0.01%
3
928
$293 ﹤0.01%
8
929
$292 ﹤0.01%
30
930
$291 ﹤0.01%
2
931
$290 ﹤0.01%
12
932
$287 ﹤0.01%
1
933
$286 ﹤0.01%
7
934
$285 ﹤0.01%
12
+4
935
$285 ﹤0.01%
2
936
$282 ﹤0.01%
2
937
$281 ﹤0.01%
3
938
$278 ﹤0.01%
11
939
$278 ﹤0.01%
1
940
$277 ﹤0.01%
2
941
$276 ﹤0.01%
6
942
$276 ﹤0.01%
11
943
$274 ﹤0.01%
3
944
$273 ﹤0.01%
2
945
$273 ﹤0.01%
6
-18
946
$271 ﹤0.01%
3
947
$271 ﹤0.01%
2
948
$270 ﹤0.01%
10
949
$270 ﹤0.01%
26
-26
950
$269 ﹤0.01%
87
36 37
38
39 40