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
1051
$189 ﹤0.01%
5
1052
$189 ﹤0.01%
3
1053
$189 ﹤0.01%
1
1054
$189 ﹤0.01%
8
1055
$188 ﹤0.01%
78
1056
$188 ﹤0.01%
17
1057
$188 ﹤0.01%
3
1058
$187 ﹤0.01%
3
1059
$187 ﹤0.01%
6
1060
$186 ﹤0.01%
4
1061
$186 ﹤0.01%
3
-3
1062
$185 ﹤0.01%
3
1063
$185 ﹤0.01%
3
1064
$185 ﹤0.01%
2
1065
$185 ﹤0.01%
6
1066
$184 ﹤0.01%
4
1067
$183 ﹤0.01%
10
-5
1068
$183 ﹤0.01%
13
1069
$183 ﹤0.01%
4
1070
$183 ﹤0.01%
6
1071
$183 ﹤0.01%
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1072
$183 ﹤0.01%
4
1073
$182 ﹤0.01%
4
1074
$182 ﹤0.01%
1
1075
$182 ﹤0.01%
18
41 42
43
44 45