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
301
$18.7K 0.01%
830
302
$18.6K 0.01%
305
-205
303
$18.5K 0.01%
159
-34
304
$18.4K 0.01%
456
305
$18.4K 0.01%
127
-40
306
$18.4K 0.01%
769
-12
307
$18.4K 0.01%
270
+1
308
$18.3K 0.01%
130
-2
309
$18.2K 0.01%
287
-35
310
$18.2K 0.01%
120
311
$18.2K 0.01%
470
-62
312
$18.2K 0.01%
233
-51
313
$18K 0.01%
379
314
$17.9K 0.01%
56
+3
315
$17.8K 0.01%
77
-13
316
$17.8K 0.01%
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317
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318
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319
$17.4K 0.01%
68
320
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84
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321
$17K 0.01%
264
322
$16.9K 0.01%
317
323
$16.8K 0.01%
179
+2
324
$16.8K 0.01%
50
325
$16.7K 0.01%
241
-13
11 12
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14 15