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
426
$8.79K ﹤0.01%
26
-5
427
$8.56K ﹤0.01%
26
-35
428
$8.56K ﹤0.01%
66
429
$8.43K ﹤0.01%
91
430
$8.26K ﹤0.01%
14
-5
431
$8.24K ﹤0.01%
50
-50
432
$8.23K ﹤0.01%
96
433
$8.22K ﹤0.01%
40
-12
434
$8.18K ﹤0.01%
43
435
$8.15K ﹤0.01%
47
+45
436
$8.12K ﹤0.01%
69
437
$8.06K ﹤0.01%
119
-10
438
$8.05K ﹤0.01%
65
-16
439
$8.04K ﹤0.01%
37
-7
440
$8.03K ﹤0.01%
26
441
$8.03K ﹤0.01%
13
442
$8.02K ﹤0.01%
+92
443
$8K ﹤0.01%
80
444
$7.99K ﹤0.01%
27
-4
445
$7.99K ﹤0.01%
+113
446
$7.96K ﹤0.01%
137
-5
447
$7.94K ﹤0.01%
278
-13
448
$7.91K ﹤0.01%
39
449
$7.84K ﹤0.01%
229
+1
450
$7.84K ﹤0.01%
229
-12
16 17
18
19 20