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
451
$7.83K ﹤0.01%
+314
452
$7.65K ﹤0.01%
210
453
$7.63K ﹤0.01%
2
454
$7.57K ﹤0.01%
83
+8
455
$7.54K ﹤0.01%
+561
456
$7.51K ﹤0.01%
100
-7
457
$7.43K ﹤0.01%
80
458
$7.43K ﹤0.01%
338
459
$7.42K ﹤0.01%
33
-1
460
$7.42K ﹤0.01%
76
-20
461
$7.4K ﹤0.01%
7
-1
462
$7.36K ﹤0.01%
9
-4
463
$7.25K ﹤0.01%
14
-11
464
$7.25K ﹤0.01%
66
-24
465
$7.23K ﹤0.01%
57
-13
466
$7.22K ﹤0.01%
102
467
$7.14K ﹤0.01%
17
-7
468
$7.1K ﹤0.01%
297
+189
469
$7.08K ﹤0.01%
62
-2
470
$6.98K ﹤0.01%
+131
471
$6.9K ﹤0.01%
122
-48
472
$6.87K ﹤0.01%
109
473
$6.83K ﹤0.01%
50
-16
474
$6.79K ﹤0.01%
28
-10
475
$6.77K ﹤0.01%
89
+15
17 18
19
20 21