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
476
$6.66K ﹤0.01%
226
-37
477
$6.66K ﹤0.01%
59
+1
478
$6.65K ﹤0.01%
60
479
$6.63K ﹤0.01%
+89
480
$6.63K ﹤0.01%
68
-3
481
$6.6K ﹤0.01%
177
482
$6.59K ﹤0.01%
41
-12
483
$6.46K ﹤0.01%
2,267
+15
484
$6.46K ﹤0.01%
59
-3
485
$6.43K ﹤0.01%
45
486
$6.35K ﹤0.01%
46
-14
487
$6.28K ﹤0.01%
20
488
$6.24K ﹤0.01%
290
+1
489
$6.22K ﹤0.01%
13
-3
490
$6.17K ﹤0.01%
278
491
$6.11K ﹤0.01%
30
-11
492
$6.08K ﹤0.01%
97
493
$6.07K ﹤0.01%
29
-12
494
$6.07K ﹤0.01%
52
+25
495
$6.06K ﹤0.01%
+189
496
$6.06K ﹤0.01%
194
-14
497
$6.05K ﹤0.01%
33
+29
498
$6.04K ﹤0.01%
+62
499
$6.04K ﹤0.01%
106
-12
500
$6.02K ﹤0.01%
55
18 19
20
21 22