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
976
$242 ﹤0.01%
11
977
$242 ﹤0.01%
8
978
$241 ﹤0.01%
2
979
$241 ﹤0.01%
4
980
$241 ﹤0.01%
2
981
$239 ﹤0.01%
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982
$239 ﹤0.01%
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983
$236 ﹤0.01%
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984
$236 ﹤0.01%
4
985
$236 ﹤0.01%
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986
$234 ﹤0.01%
4
-1
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$231 ﹤0.01%
2
988
$231 ﹤0.01%
10
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$231 ﹤0.01%
10
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990
$231 ﹤0.01%
10
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991
$230 ﹤0.01%
1
992
$230 ﹤0.01%
3
993
$230 ﹤0.01%
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$229 ﹤0.01%
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$229 ﹤0.01%
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996
$229 ﹤0.01%
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$229 ﹤0.01%
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998
$228 ﹤0.01%
4
999
$228 ﹤0.01%
4
1000
$225 ﹤0.01%
2
38 39
40
41 42