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
1076
$181 ﹤0.01%
3
1077
$181 ﹤0.01%
5
-1
1078
$181 ﹤0.01%
1
1079
$181 ﹤0.01%
4
1080
$180 ﹤0.01%
10
-2
1081
$180 ﹤0.01%
2
1082
$178 ﹤0.01%
10
1083
$178 ﹤0.01%
5
1084
$178 ﹤0.01%
4
-1
1085
$177 ﹤0.01%
3
1086
$177 ﹤0.01%
2
1087
$177 ﹤0.01%
8
1088
$175 ﹤0.01%
5
1089
$175 ﹤0.01%
11
1090
$175 ﹤0.01%
4
1091
$174 ﹤0.01%
2
1092
$174 ﹤0.01%
9
1093
$174 ﹤0.01%
25
1094
$174 ﹤0.01%
2
1095
$174 ﹤0.01%
7
-4
1096
$173 ﹤0.01%
4
1097
$172 ﹤0.01%
7
1098
$172 ﹤0.01%
6
-1
1099
$171 ﹤0.01%
4
1100
$171 ﹤0.01%
6
42 43
44
45 46