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
326
$16.6K 0.01%
+219
327
$16.5K 0.01%
143
-17
328
$16.5K 0.01%
97
-14
329
$16.4K 0.01%
24
-6
330
$16.4K 0.01%
188
-24
331
$16.3K 0.01%
146
-49
332
$16.2K 0.01%
+295
333
$15.6K 0.01%
+1,900
334
$15.6K 0.01%
102
-24
335
$15.6K 0.01%
173
-73
336
$15.5K 0.01%
682
-150
337
$15.4K 0.01%
110
-24
338
$15.4K 0.01%
334
-269
339
$15.4K 0.01%
310
340
$15.3K 0.01%
225
-63
341
$15.2K 0.01%
22
-4
342
$15.2K 0.01%
78
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343
$15K 0.01%
509
-424
344
$15K 0.01%
158
345
$14.9K 0.01%
93
346
$14.9K 0.01%
218
347
$14.8K ﹤0.01%
72
-21
348
$14.7K ﹤0.01%
28
+16
349
$14.7K ﹤0.01%
+602
350
$14.5K ﹤0.01%
292
12 13
14
15 16