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
951
$269 ﹤0.01%
87
952
$269 ﹤0.01%
6
-1
953
$267 ﹤0.01%
8
954
$266 ﹤0.01%
7
955
$265 ﹤0.01%
2
956
$263 ﹤0.01%
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957
$262 ﹤0.01%
3
958
$261 ﹤0.01%
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959
$260 ﹤0.01%
1
960
$260 ﹤0.01%
8
961
$259 ﹤0.01%
4
-1
962
$255 ﹤0.01%
4
963
$255 ﹤0.01%
2
964
$254 ﹤0.01%
10
965
$254 ﹤0.01%
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966
$253 ﹤0.01%
43
967
$251 ﹤0.01%
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968
$246 ﹤0.01%
2
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$246 ﹤0.01%
2
970
$245 ﹤0.01%
8
+1
971
$244 ﹤0.01%
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972
$244 ﹤0.01%
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973
$243 ﹤0.01%
1
974
$243 ﹤0.01%
15
975
$243 ﹤0.01%
7
37 38
39
40 41