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
351
$14.5K ﹤0.01%
42
-1
352
$14.4K ﹤0.01%
66
-21
353
$14.3K ﹤0.01%
+303
354
$14.2K ﹤0.01%
163
355
$14.1K ﹤0.01%
378
-3
356
$14.1K ﹤0.01%
58
-42
357
$13.9K ﹤0.01%
144
-28
358
$13.8K ﹤0.01%
129
+125
359
$13.4K ﹤0.01%
475
+435
360
$13.2K ﹤0.01%
173
-4
361
$13.2K ﹤0.01%
194
-96
362
$13.2K ﹤0.01%
+329
363
$13K ﹤0.01%
30
-9
364
$13K ﹤0.01%
46
+23
365
$13K ﹤0.01%
52
-11
366
$13K ﹤0.01%
72
-17
367
$12.9K ﹤0.01%
54
-17
368
$12.9K ﹤0.01%
608
369
$12.8K ﹤0.01%
80
370
$12.8K ﹤0.01%
114
-21
371
$12.6K ﹤0.01%
84
+14
372
$12.4K ﹤0.01%
370
+254
373
$12.4K ﹤0.01%
324
374
$12.4K ﹤0.01%
447
+51
375
$12.3K ﹤0.01%
197
-251
13 14
15
16 17