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
1151
$144 ﹤0.01%
4
1152
$143 ﹤0.01%
9
1153
$143 ﹤0.01%
5
1154
$143 ﹤0.01%
39
1155
$143 ﹤0.01%
6
1156
$142 ﹤0.01%
5
1157
$142 ﹤0.01%
15
1158
$141 ﹤0.01%
28
-5
1159
$140 ﹤0.01%
2
1160
$139 ﹤0.01%
3
1161
$139 ﹤0.01%
16
1162
$139 ﹤0.01%
5
1163
$138 ﹤0.01%
1
1164
$138 ﹤0.01%
2
-434
1165
$138 ﹤0.01%
4
-1
1166
$138 ﹤0.01%
32
1167
$138 ﹤0.01%
10
1168
$138 ﹤0.01%
4
1169
$137 ﹤0.01%
2
1170
$136 ﹤0.01%
9
1171
$136 ﹤0.01%
5
1172
$136 ﹤0.01%
4
1173
$135 ﹤0.01%
2
1174
$135 ﹤0.01%
3
-1
1175
$134 ﹤0.01%
4
45 46
47
48 49