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
526
$5.19K ﹤0.01%
517
-315
527
$5.13K ﹤0.01%
36
-9
528
$5.12K ﹤0.01%
85
-6
529
$5.11K ﹤0.01%
33
530
$5.1K ﹤0.01%
33
-20
531
$5.09K ﹤0.01%
126
-14
532
$5.09K ﹤0.01%
9
533
$5.06K ﹤0.01%
115
-36
534
$5.06K ﹤0.01%
35
-12
535
$5.04K ﹤0.01%
+119
536
$5.01K ﹤0.01%
67
-32
537
$5K ﹤0.01%
29
-9
538
$4.97K ﹤0.01%
103
-50
539
$4.96K ﹤0.01%
251
+1
540
$4.96K ﹤0.01%
31
-14
541
$4.92K ﹤0.01%
75
+15
542
$4.9K ﹤0.01%
69
-21
543
$4.89K ﹤0.01%
71
-9
544
$4.88K ﹤0.01%
+134
545
$4.85K ﹤0.01%
39
546
$4.85K ﹤0.01%
50
547
$4.83K ﹤0.01%
680
548
$4.82K ﹤0.01%
41
-1
549
$4.8K ﹤0.01%
17
-3
550
$4.8K ﹤0.01%
65
20 21
22
23 24