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
876
$293 ﹤0.01%
3
-3
877
$292 ﹤0.01%
1
878
$289 ﹤0.01%
11
879
$288 ﹤0.01%
5
880
$287 ﹤0.01%
10
881
$285 ﹤0.01%
3
-5
882
$284 ﹤0.01%
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$282 ﹤0.01%
2
885
$280 ﹤0.01%
+15
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$276 ﹤0.01%
30
-4
887
$276 ﹤0.01%
2
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$275 ﹤0.01%
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$275 ﹤0.01%
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890
$274 ﹤0.01%
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$273 ﹤0.01%
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$273 ﹤0.01%
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$273 ﹤0.01%
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$273 ﹤0.01%
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$268 ﹤0.01%
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896
$267 ﹤0.01%
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$267 ﹤0.01%
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898
$266 ﹤0.01%
2
899
$265 ﹤0.01%
10
-14
900
$265 ﹤0.01%
3
34 35
36
37 38