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
201
$52.9K 0.01%
848
+142
202
$52.4K 0.01%
779
+4
203
$52.1K 0.01%
1,066
204
$49.8K 0.01%
185
-14
205
$49K 0.01%
2,045
206
$48.9K 0.01%
+1,100
207
$48.2K 0.01%
926
-5
208
$48K 0.01%
524
-115
209
$47.8K 0.01%
246
+43
210
$47.6K 0.01%
+3,688
211
$46.5K 0.01%
377
-3
212
$46.4K 0.01%
205
+7
213
$44.5K 0.01%
309
+189
214
$44.2K 0.01%
254
215
$43.7K 0.01%
110
+60
216
$43.3K 0.01%
1,152
+22
217
$43.3K 0.01%
261
+2
218
$43.3K 0.01%
305
-17
219
$43.2K 0.01%
675
+457
220
$42.7K 0.01%
183
+6
221
$42.4K 0.01%
207
+13
222
$42.3K 0.01%
79
223
$41.8K 0.01%
163
-1,647
224
$41.3K 0.01%
260
-20
225
$41.3K 0.01%
410
7 8
9
10 11