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
$300M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,344
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.44M
3
+$2.3M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.85M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.74M

Top Sells

1
+$17.1M
2
+$1.72M
3
+$1.09M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$822K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Sector Composition

1 Technology 6.21%
2 Consumer Discretionary 2.93%
3 Financials 1.47%
4 Energy 1.33%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.2K 0.01%
77
-16
227
$36.9K 0.01%
457
+5
228
$36.6K 0.01%
208
+1
229
$36.6K 0.01%
890
-149
230
$36.5K 0.01%
84
-6
231
$36.4K 0.01%
+1,354
232
$36.3K 0.01%
254
233
$35.7K 0.01%
70
234
$35.7K 0.01%
117
+43
235
$34.4K 0.01%
909
+1
236
$34.3K 0.01%
+803
237
$34.3K 0.01%
491
+25
238
$33.3K 0.01%
136
239
$33.2K 0.01%
141
-30
240
$33.1K 0.01%
194
+48
241
$33.1K 0.01%
322
-60
242
$32.8K 0.01%
198
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243
$32.2K 0.01%
132
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244
$32K 0.01%
93
+1
245
$31.9K 0.01%
68
-23
246
$30.8K 0.01%
423
-95
247
$30.6K 0.01%
131
-17
248
$30.4K 0.01%
980
249
$30.1K 0.01%
462
-173
250
$29.9K 0.01%
581
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10
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