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
676
$2.33K ﹤0.01%
+70
677
$2.31K ﹤0.01%
87
678
$2.28K ﹤0.01%
56
-5
679
$2.26K ﹤0.01%
100
680
$2.26K ﹤0.01%
27
681
$2.25K ﹤0.01%
29
-14
682
$2.23K ﹤0.01%
88
-6
683
$2.22K ﹤0.01%
29
-6
684
$2.21K ﹤0.01%
+22
685
$2.19K ﹤0.01%
+176
686
$2.18K ﹤0.01%
36
-16
687
$2.15K ﹤0.01%
8
-4
688
$2.14K ﹤0.01%
33
689
$2.13K ﹤0.01%
27
690
$2.13K ﹤0.01%
19
-17
691
$2.12K ﹤0.01%
17
-5
692
$2.12K ﹤0.01%
31
-20
693
$2.11K ﹤0.01%
24
694
$2.1K ﹤0.01%
34
-29
695
$2.1K ﹤0.01%
22
696
$2.08K ﹤0.01%
26
697
$2.08K ﹤0.01%
73
698
$2.06K ﹤0.01%
28
-7
699
$2.02K ﹤0.01%
64
-24
700
$2.01K ﹤0.01%
+44
26 27
28
29 30