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
1101
$171 ﹤0.01%
2
1102
$171 ﹤0.01%
6
1103
$170 ﹤0.01%
3
1104
$170 ﹤0.01%
3
1105
$169 ﹤0.01%
2
1106
$169 ﹤0.01%
7
1107
$169 ﹤0.01%
1
1108
$168 ﹤0.01%
5
1109
$168 ﹤0.01%
1
1110
$168 ﹤0.01%
4
1111
$167 ﹤0.01%
6
-1
1112
$167 ﹤0.01%
3
-1
1113
$167 ﹤0.01%
6
1114
$166 ﹤0.01%
11
1115
$163 ﹤0.01%
4
1116
$163 ﹤0.01%
6
1117
$162 ﹤0.01%
3
1118
$162 ﹤0.01%
6
-2
1119
$160 ﹤0.01%
2
-1
1120
$160 ﹤0.01%
2
1121
$160 ﹤0.01%
5
1122
$160 ﹤0.01%
1
1123
$159 ﹤0.01%
2
1124
$159 ﹤0.01%
14
1125
$159 ﹤0.01%
1
43 44
45
46 47