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
1026
$208 ﹤0.01%
18
-2
1027
$206 ﹤0.01%
6
1028
$206 ﹤0.01%
2
1029
$206 ﹤0.01%
5
1030
$205 ﹤0.01%
11
-2
1031
$204 ﹤0.01%
12
1032
$204 ﹤0.01%
3
1033
$203 ﹤0.01%
3
1034
$201 ﹤0.01%
12
1035
$200 ﹤0.01%
5
1036
$199 ﹤0.01%
11
-1
1037
$199 ﹤0.01%
8
1038
$197 ﹤0.01%
4
1039
$197 ﹤0.01%
6
1040
$196 ﹤0.01%
8
1041
$195 ﹤0.01%
6
1042
$194 ﹤0.01%
2
1043
$192 ﹤0.01%
6
1044
$192 ﹤0.01%
1
1045
$191 ﹤0.01%
4
1046
$191 ﹤0.01%
4
1047
$190 ﹤0.01%
5
1048
$189 ﹤0.01%
4
1049
$189 ﹤0.01%
2
1050
$189 ﹤0.01%
3
40 41
42
43 44