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
101
$141K 0.04%
3,414
+39
102
$138K 0.04%
900
-135
103
$136K 0.04%
+5,400
104
$133K 0.04%
2,026
+7
105
$126K 0.04%
3,506
+3,498
106
$124K 0.04%
2,917
+1,572
107
$123K 0.03%
478
-53
108
$122K 0.03%
900
109
$120K 0.03%
2,144
-50
110
$120K 0.03%
343
111
$119K 0.03%
225
-17
112
$118K 0.03%
1,151
+788
113
$116K 0.03%
1,460
+1
114
$116K 0.03%
813
115
$113K 0.03%
1,032
+3
116
$113K 0.03%
1,254
-21
117
$111K 0.03%
811
-77
118
$108K 0.03%
1,336
+8
119
$107K 0.03%
243
120
$106K 0.03%
2,594
-22
121
$104K 0.03%
2,578
+66
122
$104K 0.03%
332
123
$102K 0.03%
145
-5
124
$101K 0.03%
1,256
+3
125
$101K 0.03%
441
+1
3 4
5
6 7