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
176
$61.7K 0.02%
652
+1
177
$61.6K 0.02%
+1,073
178
$60.8K 0.02%
4,426
179
$59.7K 0.02%
210
+74
180
$59.4K 0.02%
499
-2
181
$58.9K 0.02%
165
+19
182
$58.7K 0.02%
162
183
$58.4K 0.02%
590
+3
184
$58.1K 0.02%
874
185
$57.9K 0.02%
469
186
$57.9K 0.02%
964
187
$57.8K 0.02%
1,500
188
$57.3K 0.02%
1,962
+1,576
189
$56.6K 0.02%
+1,864
190
$56.3K 0.02%
397
191
$55.9K 0.02%
434
+398
192
$55.7K 0.02%
+1,056
193
$54.6K 0.02%
52
194
$54.3K 0.02%
330
-1
195
$53.5K 0.02%
+1,762
196
$53.3K 0.02%
178
+13
197
$53.3K 0.02%
403
-169
198
$53.2K 0.02%
1,665
199
$53.2K 0.02%
167
-2
200
$53.2K 0.02%
192
6 7
8
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