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
851
$347 ﹤0.01%
6
852
$346 ﹤0.01%
+4
853
$345 ﹤0.01%
+13
854
$338 ﹤0.01%
1
855
$337 ﹤0.01%
+1
856
$336 ﹤0.01%
4
857
$334 ﹤0.01%
23
-21
858
$333 ﹤0.01%
+34
859
$331 ﹤0.01%
4
860
$329 ﹤0.01%
6
-2
861
$327 ﹤0.01%
10
862
$322 ﹤0.01%
8
-8
863
$321 ﹤0.01%
11
864
$319 ﹤0.01%
2
865
$316 ﹤0.01%
8
-2
866
$315 ﹤0.01%
11
867
$315 ﹤0.01%
3
-1
868
$311 ﹤0.01%
1
869
$305 ﹤0.01%
2
870
$300 ﹤0.01%
2
871
$300 ﹤0.01%
30
-23
872
$298 ﹤0.01%
15
-1
873
$298 ﹤0.01%
3
874
$296 ﹤0.01%
3
875
$294 ﹤0.01%
7
33 34
35
36 37