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
1226
$113 ﹤0.01%
3
-1
1227
$113 ﹤0.01%
7
1228
$112 ﹤0.01%
9
-1
1229
$112 ﹤0.01%
1
1230
$112 ﹤0.01%
6
1231
$112 ﹤0.01%
6
1232
$111 ﹤0.01%
2
1233
$111 ﹤0.01%
7
1234
$111 ﹤0.01%
13
-5
1235
$110 ﹤0.01%
11
1236
$110 ﹤0.01%
10
1237
$110 ﹤0.01%
16
1238
$109 ﹤0.01%
5
-1
1239
$109 ﹤0.01%
1
-227
1240
$109 ﹤0.01%
16
1241
$109 ﹤0.01%
2
-1
1242
$109 ﹤0.01%
10
1243
$108 ﹤0.01%
20
-6
1244
$108 ﹤0.01%
25
1245
$108 ﹤0.01%
6
1246
$106 ﹤0.01%
3
1247
$105 ﹤0.01%
2
1248
$104 ﹤0.01%
4
1249
$104 ﹤0.01%
7
-2
1250
$104 ﹤0.01%
9
48 49
50
51 52