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
626
$3.27K ﹤0.01%
68
-32
627
$3.25K ﹤0.01%
6
-1
628
$3.24K ﹤0.01%
60
629
$3.2K ﹤0.01%
23
-10
630
$3.19K ﹤0.01%
54
-70
631
$3.17K ﹤0.01%
18
-1
632
$3.17K ﹤0.01%
10
-5
633
$3.08K ﹤0.01%
18
-12
634
$3.07K ﹤0.01%
113
635
$3.05K ﹤0.01%
8
-3
636
$3.05K ﹤0.01%
9
637
$3.01K ﹤0.01%
25
-73
638
$2.97K ﹤0.01%
20
-7
639
$2.97K ﹤0.01%
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640
$2.97K ﹤0.01%
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641
$2.92K ﹤0.01%
55
-26
642
$2.91K ﹤0.01%
85
-16
643
$2.89K ﹤0.01%
158
644
$2.87K ﹤0.01%
40
645
$2.86K ﹤0.01%
24
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646
$2.76K ﹤0.01%
30
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647
$2.76K ﹤0.01%
257
-111
648
$2.75K ﹤0.01%
68
649
$2.75K ﹤0.01%
88
-2
650
$2.75K ﹤0.01%
67
-4
24 25
26
27 28