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
1001
$225 ﹤0.01%
1
1002
$223 ﹤0.01%
2
1003
$222 ﹤0.01%
4
1004
$222 ﹤0.01%
7
1005
$221 ﹤0.01%
22
1006
$220 ﹤0.01%
4
1007
$220 ﹤0.01%
8
1008
$220 ﹤0.01%
3
1009
$218 ﹤0.01%
33
1010
$218 ﹤0.01%
7
1011
$218 ﹤0.01%
2
-1
1012
$216 ﹤0.01%
6
1013
$216 ﹤0.01%
4
1014
$216 ﹤0.01%
8
1015
$215 ﹤0.01%
11
1016
$215 ﹤0.01%
11
1017
$214 ﹤0.01%
1
1018
$214 ﹤0.01%
6
1019
$213 ﹤0.01%
4
1020
$212 ﹤0.01%
8
1021
$212 ﹤0.01%
2
1022
$211 ﹤0.01%
48
-8
1023
$211 ﹤0.01%
1
1024
$210 ﹤0.01%
64
1025
$210 ﹤0.01%
3
39 40
41
42 43