AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
SCHD icon
151
Schwab US Dividend Equity ETF
SCHD
$70.4B
$79K 0.02%
2,979
JMUB icon
152
JPMorgan Municipal ETF
JMUB
$6.24B
$78.3K 0.02%
+1,577
IUSG icon
153
iShares Core S&P US Growth ETF
IUSG
$26.1B
$78K 0.02%
519
+320
IRM icon
154
Iron Mountain
IRM
$24.3B
$76.8K 0.02%
748
T icon
155
AT&T
T
$181B
$76.3K 0.02%
2,635
+555
ONEQ icon
156
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.36B
$76K 0.02%
949
-5
OEF icon
157
iShares S&P 100 ETF
OEF
$28.9B
$75.2K 0.02%
247
BSX icon
158
Boston Scientific
BSX
$148B
$72.9K 0.02%
679
+447
VXF icon
159
Vanguard Extended Market ETF
VXF
$24.7B
$70.8K 0.02%
367
KNSL icon
160
Kinsale Capital Group
KNSL
$8.72B
$70.7K 0.02%
146
CBU icon
161
Community Bank
CBU
$3.05B
$69.5K 0.02%
1,222
AMAT icon
162
Applied Materials
AMAT
$212B
$69.5K 0.02%
379
+252
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$126B
$69.3K 0.02%
163
+17
OGS icon
164
ONE Gas
OGS
$4.88B
$69.1K 0.02%
961
IWM icon
165
iShares Russell 2000 ETF
IWM
$71.5B
$68.8K 0.02%
319
-11
QJUN icon
166
FT Vest Growth-100 Buffer ETF June
QJUN
$573M
$68K 0.02%
+2,300
INTU icon
167
Intuit
INTU
$176B
$67.4K 0.02%
86
+3
UNH icon
168
UnitedHealth
UNH
$294B
$67K 0.02%
215
-50
TXN icon
169
Texas Instruments
TXN
$160B
$66.4K 0.02%
320
-18
NOW icon
170
ServiceNow
NOW
$172B
$66.1K 0.02%
64
+3
IGV icon
171
iShares Expanded Tech-Software Sector ETF
IGV
$8.27B
$64.6K 0.02%
590
DJUN icon
172
FT Vest US Equity Deep Buffer ETF June
DJUN
$274M
$63K 0.02%
+1,400
KRG icon
173
Kite Realty
KRG
$4.93B
$62.3K 0.02%
2,751
VHT icon
174
Vanguard Health Care ETF
VHT
$17.2B
$62.3K 0.02%
251
+1
TEAM icon
175
Atlassian
TEAM
$40.8B
$62.2K 0.02%
306
5 6
7
8 9