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
1326
– –
-46
1327
– –
-202
1328
– –
-6
1329
– –
-650
1330
– –
-3
1331
– –
-122
1332
– –
0
1333
– –
-4
1334
– –
-89
1335
– –
-838
1336
– –
-182
1337
– –
-19
1338
– –
-341
1339
– –
-2
1340
– –
0
1341
– –
-469
1342
– –
-5
1343
– –
-1
1344
– –
-25
1345
– –
-13
1346
– –
-2,503
1347
– –
-50
1348
– –
-2,015
1349
– –
-20
1350
– –
-8,848
51 52 53
54
55