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
651
$2.74K ﹤0.01%
21
652
$2.71K ﹤0.01%
41
+1
653
$2.68K ﹤0.01%
16
-14
654
$2.67K ﹤0.01%
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-20
655
$2.66K ﹤0.01%
35
-44
656
$2.66K ﹤0.01%
80
-2
657
$2.65K ﹤0.01%
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658
$2.65K ﹤0.01%
2
-1
659
$2.64K ﹤0.01%
27
-10
660
$2.64K ﹤0.01%
12
-1
661
$2.63K ﹤0.01%
48
662
$2.63K ﹤0.01%
58
-42
663
$2.61K ﹤0.01%
26
664
$2.58K ﹤0.01%
27
-15
665
$2.58K ﹤0.01%
97
-29
666
$2.56K ﹤0.01%
88
-8
667
$2.5K ﹤0.01%
32
-10
668
$2.46K ﹤0.01%
18
-3
669
$2.46K ﹤0.01%
+182
670
$2.46K ﹤0.01%
32
671
$2.45K ﹤0.01%
16
-7
672
$2.42K ﹤0.01%
161
673
$2.42K ﹤0.01%
22
-56
674
$2.42K ﹤0.01%
100
675
$2.36K ﹤0.01%
9
-5
25 26
27
28 29