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
726
$1.55K ﹤0.01%
27
-13
727
$1.52K ﹤0.01%
9
+2
728
$1.52K ﹤0.01%
12
-3
729
$1.49K ﹤0.01%
13
730
$1.45K ﹤0.01%
+125
731
$1.45K ﹤0.01%
37
-13
732
$1.38K ﹤0.01%
451
-62
733
$1.38K ﹤0.01%
3
734
$1.36K ﹤0.01%
103
-24
735
$1.3K ﹤0.01%
10
-1
736
$1.3K ﹤0.01%
21
737
$1.27K ﹤0.01%
8
738
$1.26K ﹤0.01%
+122
739
$1.25K ﹤0.01%
21
740
$1.25K ﹤0.01%
49
-11
741
$1.24K ﹤0.01%
6
742
$1.21K ﹤0.01%
57
-18
743
$1.2K ﹤0.01%
14
-2
744
$1.19K ﹤0.01%
10
-16
745
$1.19K ﹤0.01%
10
746
$1.17K ﹤0.01%
18
747
$1.14K ﹤0.01%
160
-132
748
$1.14K ﹤0.01%
+24
749
$1.14K ﹤0.01%
40
+30
750
$1.13K ﹤0.01%
215
+20
28 29
30
31 32