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
576
$4.07K ﹤0.01%
7
577
$4.07K ﹤0.01%
16
-5
578
$4.06K ﹤0.01%
+92
579
$4.05K ﹤0.01%
30
-10
580
$4.02K ﹤0.01%
57
-3
581
$4K ﹤0.01%
32
-4
582
$4K ﹤0.01%
7
583
$3.97K ﹤0.01%
17
584
$3.95K ﹤0.01%
22
-8
585
$3.95K ﹤0.01%
113
586
$3.94K ﹤0.01%
41
-10
587
$3.94K ﹤0.01%
33
-2
588
$3.87K ﹤0.01%
+79
589
$3.82K ﹤0.01%
10
590
$3.81K ﹤0.01%
24
-5
591
$3.8K ﹤0.01%
221
-193
592
$3.8K ﹤0.01%
72
593
$3.79K ﹤0.01%
105
594
$3.77K ﹤0.01%
52
-54
595
$3.75K ﹤0.01%
68
-126
596
$3.72K ﹤0.01%
175
597
$3.7K ﹤0.01%
25
-7
598
$3.67K ﹤0.01%
33
-59
599
$3.66K ﹤0.01%
12
600
$3.65K ﹤0.01%
17
22 23
24
25 26