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
826
$463 ﹤0.01%
14
827
$448 ﹤0.01%
3
-1
828
$444 ﹤0.01%
6
829
$442 ﹤0.01%
+20
830
$439 ﹤0.01%
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831
$436 ﹤0.01%
70
-69
832
$431 ﹤0.01%
28
-21
833
$428 ﹤0.01%
1
-1
834
$423 ﹤0.01%
4
835
$418 ﹤0.01%
20
-10
836
$415 ﹤0.01%
+3
837
$412 ﹤0.01%
4
-2
838
$408 ﹤0.01%
+20
839
$402 ﹤0.01%
+14
840
$384 ﹤0.01%
1
-1
841
$381 ﹤0.01%
2
842
$374 ﹤0.01%
4
-4
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$373 ﹤0.01%
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844
$373 ﹤0.01%
26
-8
845
$369 ﹤0.01%
4
-2
846
$366 ﹤0.01%
2
847
$366 ﹤0.01%
28
-9
848
$363 ﹤0.01%
5
-5
849
$358 ﹤0.01%
30
-26
850
$349 ﹤0.01%
4
-2
32 33
34
35 36