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
151
$79K 0.02%
2,979
152
$78.3K 0.02%
+1,577
153
$78K 0.02%
519
+320
154
$76.8K 0.02%
748
155
$76.3K 0.02%
2,635
+555
156
$76K 0.02%
949
-5
157
$75.2K 0.02%
247
158
$72.9K 0.02%
679
+447
159
$70.8K 0.02%
367
160
$70.7K 0.02%
146
161
$69.5K 0.02%
1,222
162
$69.5K 0.02%
379
+252
163
$69.3K 0.02%
163
+17
164
$69.1K 0.02%
961
165
$68.8K 0.02%
319
-11
166
$68K 0.02%
+2,300
167
$67.4K 0.02%
86
+3
168
$67K 0.02%
215
-50
169
$66.4K 0.02%
320
-18
170
$66.1K 0.02%
320
+15
171
$64.6K 0.02%
590
172
$63K 0.02%
+1,400
173
$62.3K 0.02%
2,751
174
$62.3K 0.02%
251
+1
175
$62.2K 0.02%
306
5 6
7
8 9