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
401
$10.1K ﹤0.01%
55
-3
402
$10.1K ﹤0.01%
23
-9
403
$9.97K ﹤0.01%
+166
404
$9.93K ﹤0.01%
+88
405
$9.72K ﹤0.01%
269
406
$9.7K ﹤0.01%
66
-11
407
$9.69K ﹤0.01%
61
-1
408
$9.68K ﹤0.01%
48
-12
409
$9.67K ﹤0.01%
386
-32,820
410
$9.66K ﹤0.01%
120
+12
411
$9.66K ﹤0.01%
205
-50
412
$9.64K ﹤0.01%
167
413
$9.35K ﹤0.01%
+838
414
$9.35K ﹤0.01%
+154
415
$9.3K ﹤0.01%
159
-47
416
$9.26K ﹤0.01%
27
-11
417
$9.22K ﹤0.01%
5
-2
418
$9.2K ﹤0.01%
63
-10
419
$9.19K ﹤0.01%
200
420
$9.16K ﹤0.01%
469
+337
421
$9.1K ﹤0.01%
+153
422
$9.05K ﹤0.01%
50
-29
423
$9.04K ﹤0.01%
+946
424
$9.02K ﹤0.01%
126
425
$9.01K ﹤0.01%
106
-8
15 16
17
18 19