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
751
$1.13K ﹤0.01%
9
752
$1.12K ﹤0.01%
17
753
$1.09K ﹤0.01%
+5
754
$1.07K ﹤0.01%
40
755
$1.06K ﹤0.01%
+35
756
$1.06K ﹤0.01%
10
757
$1.05K ﹤0.01%
18
+15
758
$1.05K ﹤0.01%
23
759
$1.04K ﹤0.01%
43
-3
760
$1.04K ﹤0.01%
71
761
$1.03K ﹤0.01%
17
762
$1.02K ﹤0.01%
21
-14
763
$1K ﹤0.01%
30
-18
764
$963 ﹤0.01%
54
765
$947 ﹤0.01%
56
-8
766
$884 ﹤0.01%
10
767
$880 ﹤0.01%
4
768
$875 ﹤0.01%
16
769
$866 ﹤0.01%
56
-36
770
$858 ﹤0.01%
28
-19
771
$845 ﹤0.01%
62
-45
772
$826 ﹤0.01%
3
773
$825 ﹤0.01%
7
774
$811 ﹤0.01%
3
-1
775
$811 ﹤0.01%
24
-16
29 30
31
32 33