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
1176
$134 ﹤0.01%
3
1177
$134 ﹤0.01%
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1178
$133 ﹤0.01%
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1179
$132 ﹤0.01%
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$132 ﹤0.01%
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$128 ﹤0.01%
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$127 ﹤0.01%
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$127 ﹤0.01%
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$126 ﹤0.01%
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$125 ﹤0.01%
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$125 ﹤0.01%
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$124 ﹤0.01%
5
1199
$124 ﹤0.01%
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1200
$123 ﹤0.01%
6
46 47
48
49 50