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
801
$612 ﹤0.01%
9
802
$605 ﹤0.01%
12
-11
803
$596 ﹤0.01%
156
-45
804
$596 ﹤0.01%
108
-108
805
$595 ﹤0.01%
3
806
$593 ﹤0.01%
80
-36
807
$592 ﹤0.01%
1
808
$591 ﹤0.01%
4
809
$586 ﹤0.01%
280
+10
810
$570 ﹤0.01%
6
811
$565 ﹤0.01%
21
+4
812
$564 ﹤0.01%
30
813
$548 ﹤0.01%
8
814
$542 ﹤0.01%
10
-8
815
$536 ﹤0.01%
52
-24
816
$529 ﹤0.01%
6
817
$529 ﹤0.01%
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-10
818
$525 ﹤0.01%
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819
$494 ﹤0.01%
12
-8
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$488 ﹤0.01%
33
-6
821
$488 ﹤0.01%
56
822
$479 ﹤0.01%
4
823
$478 ﹤0.01%
11
+1
824
$476 ﹤0.01%
+60
825
$474 ﹤0.01%
46
+1
31 32
33
34 35