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
276
$23K 0.01%
36
-3
277
$22.2K 0.01%
141
278
$22.2K 0.01%
60
-4
279
$22K 0.01%
+281
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$21.8K 0.01%
145
281
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62
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282
$21.8K 0.01%
124
283
$21.2K 0.01%
341
284
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161
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285
$20.9K 0.01%
34
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286
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94
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287
$20.8K 0.01%
125
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288
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194
289
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228
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290
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151
291
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180
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298
$19.4K 0.01%
112
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$18.8K 0.01%
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300
$18.7K 0.01%
304
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