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
776
$796 ﹤0.01%
+12
777
$789 ﹤0.01%
90
-48
778
$787 ﹤0.01%
+25
779
$760 ﹤0.01%
+100
780
$731 ﹤0.01%
4
781
$721 ﹤0.01%
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-4
782
$718 ﹤0.01%
1
-1
783
$714 ﹤0.01%
15
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784
$713 ﹤0.01%
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-14
785
$711 ﹤0.01%
6
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786
$700 ﹤0.01%
32
-31
787
$698 ﹤0.01%
18
-164
788
$686 ﹤0.01%
6
-2
789
$679 ﹤0.01%
3
790
$647 ﹤0.01%
33
-14
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$642 ﹤0.01%
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-10
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$642 ﹤0.01%
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$642 ﹤0.01%
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-100
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$638 ﹤0.01%
22
795
$629 ﹤0.01%
6
-2
796
$627 ﹤0.01%
23
-42
797
$622 ﹤0.01%
200
-100
798
$621 ﹤0.01%
18
799
$620 ﹤0.01%
4
-25
800
$617 ﹤0.01%
6
30 31
32
33 34