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
601
$3.63K ﹤0.01%
16
-3
602
$3.6K ﹤0.01%
40
603
$3.58K ﹤0.01%
16
-6
604
$3.56K ﹤0.01%
218
605
$3.54K ﹤0.01%
3
606
$3.53K ﹤0.01%
27
-4
607
$3.46K ﹤0.01%
41
608
$3.44K ﹤0.01%
43
-11
609
$3.43K ﹤0.01%
20
610
$3.42K ﹤0.01%
214
611
$3.42K ﹤0.01%
38
-14
612
$3.41K ﹤0.01%
14
-5
613
$3.41K ﹤0.01%
53
-5
614
$3.38K ﹤0.01%
+26
615
$3.37K ﹤0.01%
13
-4
616
$3.36K ﹤0.01%
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-6
617
$3.36K ﹤0.01%
8
-3
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$3.35K ﹤0.01%
34
619
$3.33K ﹤0.01%
36
620
$3.32K ﹤0.01%
39
621
$3.3K ﹤0.01%
226
622
$3.3K ﹤0.01%
9
+7
623
$3.29K ﹤0.01%
52
-1
624
$3.29K ﹤0.01%
169
625
$3.27K ﹤0.01%
17
+5
23 24
25
26 27