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
926
$242 ﹤0.01%
7
927
$238 ﹤0.01%
3
-1
928
$238 ﹤0.01%
16
-28
929
$237 ﹤0.01%
3
930
$237 ﹤0.01%
2
931
$237 ﹤0.01%
2
932
$237 ﹤0.01%
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-5
933
$237 ﹤0.01%
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-3
934
$234 ﹤0.01%
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935
$234 ﹤0.01%
8
-2
936
$233 ﹤0.01%
6
-2
937
$232 ﹤0.01%
3
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938
$230 ﹤0.01%
3
939
$229 ﹤0.01%
20
940
$229 ﹤0.01%
2
941
$229 ﹤0.01%
3
-3
942
$228 ﹤0.01%
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$227 ﹤0.01%
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944
$227 ﹤0.01%
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945
$226 ﹤0.01%
10
946
$225 ﹤0.01%
4
947
$224 ﹤0.01%
2
-1
948
$224 ﹤0.01%
3
949
$223 ﹤0.01%
+8
950
$221 ﹤0.01%
1
36 37
38
39 40