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
251
$29.1K 0.01%
103
-14
252
$28.8K 0.01%
106
-11
253
$28.2K 0.01%
339
+245
254
$28.1K 0.01%
363
-1,288
255
$28.1K 0.01%
235
256
$28.1K 0.01%
1,108
-183
257
$28.1K 0.01%
223
258
$27K 0.01%
54
259
$26.9K 0.01%
+1,172
260
$26.1K 0.01%
368
-290
261
$26K 0.01%
86
-17
262
$26K 0.01%
97
-23
263
$25.4K 0.01%
173
-47
264
$25.3K 0.01%
199
-114
265
$25.2K 0.01%
56
-13
266
$24.9K 0.01%
50
-14
267
$24.5K 0.01%
250
268
$24.4K 0.01%
436
+433
269
$24.3K 0.01%
502
-19
270
$23.8K 0.01%
90
-14
271
$23.7K 0.01%
176
272
$23.6K 0.01%
413
-681
273
$23.4K 0.01%
232
-75
274
$23.2K 0.01%
78
-10
275
$23.1K 0.01%
505
-3
9 10
11
12 13