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
501
$5.98K ﹤0.01%
68
-26
502
$5.87K ﹤0.01%
46
-3
503
$5.85K ﹤0.01%
113
+2
504
$5.8K ﹤0.01%
47
-19
505
$5.78K ﹤0.01%
153
-111
506
$5.76K ﹤0.01%
200
507
$5.75K ﹤0.01%
19
-10
508
$5.68K ﹤0.01%
90
509
$5.66K ﹤0.01%
90
-40
510
$5.6K ﹤0.01%
363
-49
511
$5.6K ﹤0.01%
537
512
$5.58K ﹤0.01%
171
-71
513
$5.52K ﹤0.01%
106
-2
514
$5.47K ﹤0.01%
150
-85
515
$5.45K ﹤0.01%
65
-68
516
$5.4K ﹤0.01%
46
517
$5.38K ﹤0.01%
26
-9
518
$5.37K ﹤0.01%
73
-12
519
$5.35K ﹤0.01%
67
+1
520
$5.34K ﹤0.01%
15
-2
521
$5.32K ﹤0.01%
23
-1
522
$5.3K ﹤0.01%
8
-2
523
$5.29K ﹤0.01%
160
524
$5.24K ﹤0.01%
45
525
$5.19K ﹤0.01%
65
-42
19 20
21
22 23