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
1126
$158 ﹤0.01%
7
1127
$157 ﹤0.01%
1
1128
$156 ﹤0.01%
3
1129
$156 ﹤0.01%
7
-1
1130
$156 ﹤0.01%
4
1131
$155 ﹤0.01%
3
1132
$155 ﹤0.01%
4
1133
$155 ﹤0.01%
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1134
$155 ﹤0.01%
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1135
$153 ﹤0.01%
1
1136
$151 ﹤0.01%
9
-1
1137
$151 ﹤0.01%
3
1138
$151 ﹤0.01%
2
1139
$151 ﹤0.01%
7
1140
$148 ﹤0.01%
18
1141
$147 ﹤0.01%
7
-1
1142
$147 ﹤0.01%
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1143
$146 ﹤0.01%
4
1144
$145 ﹤0.01%
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1145
$145 ﹤0.01%
5
1146
$145 ﹤0.01%
2
1147
$145 ﹤0.01%
1
1148
$145 ﹤0.01%
7
1149
$145 ﹤0.01%
2
1150
$144 ﹤0.01%
7
44 45
46
47 48