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
701
$2.01K ﹤0.01%
176
702
$2.01K ﹤0.01%
+65
703
$2.01K ﹤0.01%
31
704
$1.98K ﹤0.01%
64
-20
705
$1.97K ﹤0.01%
+50
706
$1.96K ﹤0.01%
46
+18
707
$1.94K ﹤0.01%
50
708
$1.92K ﹤0.01%
26
709
$1.91K ﹤0.01%
26
-116
710
$1.91K ﹤0.01%
18
711
$1.88K ﹤0.01%
9
712
$1.85K ﹤0.01%
1
713
$1.83K ﹤0.01%
32
714
$1.79K ﹤0.01%
8
-4
715
$1.78K ﹤0.01%
16
-7
716
$1.77K ﹤0.01%
97
-19
717
$1.66K ﹤0.01%
12
718
$1.65K ﹤0.01%
20
-6
719
$1.61K ﹤0.01%
20
-33
720
$1.61K ﹤0.01%
53
-2
721
$1.6K ﹤0.01%
33
722
$1.58K ﹤0.01%
9
723
$1.57K ﹤0.01%
19
724
$1.56K ﹤0.01%
55
-3
725
$1.56K ﹤0.01%
6
27 28
29
30 31