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
1251
$104 ﹤0.01%
2
1252
$103 ﹤0.01%
10
1253
$101 ﹤0.01%
22
1254
$101 ﹤0.01%
5
1255
$101 ﹤0.01%
2
1256
$101 ﹤0.01%
6
1257
$101 ﹤0.01%
19
1258
$98 ﹤0.01%
5
1259
$97 ﹤0.01%
10
1260
$97 ﹤0.01%
2
1261
$96 ﹤0.01%
6
-5
1262
$95 ﹤0.01%
4
1263
$94 ﹤0.01%
22
1264
$93 ﹤0.01%
3
1265
$93 ﹤0.01%
8
-2
1266
$92 ﹤0.01%
4
1267
$92 ﹤0.01%
6
1268
$91 ﹤0.01%
6
1269
$90 ﹤0.01%
3
1270
$89 ﹤0.01%
3
1271
$86 ﹤0.01%
25
1272
$85 ﹤0.01%
10
1273
$83 ﹤0.01%
4
1274
$82 ﹤0.01%
9
1275
$82 ﹤0.01%
22
49 50
51
52 53