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
551
$4.79K ﹤0.01%
142
552
$4.73K ﹤0.01%
57
-20
553
$4.7K ﹤0.01%
45
-15
554
$4.65K ﹤0.01%
37
555
$4.64K ﹤0.01%
112
556
$4.61K ﹤0.01%
77
557
$4.56K ﹤0.01%
25
+5
558
$4.56K ﹤0.01%
109
-56
559
$4.54K ﹤0.01%
73
-24
560
$4.53K ﹤0.01%
13
-3
561
$4.51K ﹤0.01%
34
-7
562
$4.49K ﹤0.01%
635
563
$4.48K ﹤0.01%
+32
564
$4.47K ﹤0.01%
52
-1
565
$4.43K ﹤0.01%
83
566
$4.4K ﹤0.01%
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567
$4.38K ﹤0.01%
40
-2
568
$4.37K ﹤0.01%
61
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569
$4.37K ﹤0.01%
18
570
$4.33K ﹤0.01%
109
571
$4.3K ﹤0.01%
26
-12
572
$4.25K ﹤0.01%
125
573
$4.25K ﹤0.01%
61
-41
574
$4.23K ﹤0.01%
31
-25
575
$4.14K ﹤0.01%
23
-2
21 22
23
24 25