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
901
$265 ﹤0.01%
8
-2
902
$264 ﹤0.01%
8
-24
903
$263 ﹤0.01%
3
904
$258 ﹤0.01%
15
905
$258 ﹤0.01%
2
906
$258 ﹤0.01%
14
907
$258 ﹤0.01%
3
908
$257 ﹤0.01%
2
909
$257 ﹤0.01%
2
910
$257 ﹤0.01%
2
911
$254 ﹤0.01%
+6
912
$254 ﹤0.01%
3
913
$253 ﹤0.01%
2
-1
914
$252 ﹤0.01%
7
-1
915
$251 ﹤0.01%
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916
$251 ﹤0.01%
44
-29
917
$250 ﹤0.01%
+3
918
$248 ﹤0.01%
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$248 ﹤0.01%
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920
$247 ﹤0.01%
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921
$245 ﹤0.01%
2
922
$244 ﹤0.01%
1
923
$242 ﹤0.01%
5
-2
924
$242 ﹤0.01%
2
-2
925
$242 ﹤0.01%
34
-2
35 36
37
38 39