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
126
$101K 0.03%
704
+94
127
$100K 0.03%
2,441
-82
128
$97.5K 0.03%
1,287
+8
129
$97.3K 0.03%
223
+196
130
$96.7K 0.03%
1,633
131
$94.2K 0.03%
300
132
$94.2K 0.03%
1,606
133
$90K 0.03%
726
-93
134
$89.9K 0.03%
295
-210
135
$89.8K 0.03%
2,089
+1,199
136
$89.7K 0.03%
2,105
137
$89.3K 0.03%
2,104
138
$89K 0.03%
1,216
+4
139
$88.7K 0.03%
1,151
140
$87K 0.02%
1,214
-15
141
$86.8K 0.02%
15
+1
142
$86.8K 0.02%
310
-2
143
$85.1K 0.02%
1,101
+11
144
$84.7K 0.02%
871
+29
145
$84.7K 0.02%
1,829
+1,524
146
$82.9K 0.02%
1,070
147
$81.6K 0.02%
+1,027
148
$80.3K 0.02%
1,855
+2
149
$79.6K 0.02%
1,125
+90
150
$79.6K 0.02%
422
4 5
6
7 8