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
1276
$77 ﹤0.01%
50
1277
$68 ﹤0.01%
1
1278
$66 ﹤0.01%
9
1279
$63 ﹤0.01%
3
1280
$58 ﹤0.01%
10
1281
$58 ﹤0.01%
1
1282
$57 ﹤0.01%
2
1283
$53 ﹤0.01%
3
1284
$48 ﹤0.01%
6
1285
$48 ﹤0.01%
25
1286
$44 ﹤0.01%
1
1287
$40 ﹤0.01%
8
1288
$38 ﹤0.01%
7
1289
$32 ﹤0.01%
1
1290
$29 ﹤0.01%
1
1291
– –
-1,309
1292
$19 ﹤0.01%
15
1293
$18 ﹤0.01%
1
1294
$16 ﹤0.01%
+1
1295
– –
0
1296
$9 ﹤0.01%
27
1297
$6 ﹤0.01%
2
1298
– –
0
1299
– –
-2
1300
– –
-297
50 51
52
53 54