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
26
$1.62M 0.54%
15,348
-1,990
27
$1.44M 0.48%
3,077
+229
28
$1.1M 0.37%
1,903
+1,264
29
$849K 0.28%
42,933
-9,843
30
$811K 0.27%
3,304
-5
31
$798K 0.27%
1
-1
32
$765K 0.26%
6,884
-24
33
$751K 0.25%
4,809
-198
34
$744K 0.25%
787
+10
35
$701K 0.23%
4,049
+18
36
$680K 0.23%
3,988
-209
37
$649K 0.22%
7,053
-145
38
$620K 0.21%
4,011
+354
39
$505K 0.17%
18,327
-689
40
$499K 0.17%
2,587
+1,992
41
$485K 0.16%
6,601
-228
42
$432K 0.14%
2,922
+3
43
$429K 0.14%
1,810
-321
44
$408K 0.14%
+8,848
45
$381K 0.13%
2,207
+372
46
$379K 0.13%
1,316
+311
47
$371K 0.12%
15,726
+19
48
$371K 0.12%
6,354
+1,322
49
$349K 0.12%
3,740
-80
50
$348K 0.12%
2,912
-321
1
2
3 4 5