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
376
$12.3K ﹤0.01%
141
377
$12.2K ﹤0.01%
26
-11
378
$12.2K ﹤0.01%
306
379
$12.2K ﹤0.01%
217
-59
380
$12.1K ﹤0.01%
46
-10
381
$11.9K ﹤0.01%
9
382
$11.7K ﹤0.01%
58
+32
383
$11.5K ﹤0.01%
88
-12
384
$11.5K ﹤0.01%
1,427
385
$11.4K ﹤0.01%
+105
386
$11.2K ﹤0.01%
87
387
$11.1K ﹤0.01%
218
388
$11.1K ﹤0.01%
42
-19
389
$11K ﹤0.01%
200
390
$10.9K ﹤0.01%
43
-3
391
$10.8K ﹤0.01%
52
-6
392
$10.7K ﹤0.01%
38
-22
393
$10.6K ﹤0.01%
+650
394
$10.5K ﹤0.01%
39
-24
395
$10.4K ﹤0.01%
22
-15
396
$10.4K ﹤0.01%
66
+14
397
$10.4K ﹤0.01%
120
-69
398
$10.4K ﹤0.01%
26
-13
399
$10.3K ﹤0.01%
166
400
$10.1K ﹤0.01%
126
-19
14 15
16
17 18