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
951
$221 ﹤0.01%
6
952
$221 ﹤0.01%
3
953
$221 ﹤0.01%
11
-45
954
$220 ﹤0.01%
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-1
955
$220 ﹤0.01%
2
956
$220 ﹤0.01%
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957
$218 ﹤0.01%
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-1
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$217 ﹤0.01%
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959
$215 ﹤0.01%
2
-1
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$215 ﹤0.01%
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-2
961
$213 ﹤0.01%
65
-19
962
$213 ﹤0.01%
5
-2
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$212 ﹤0.01%
4
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964
$212 ﹤0.01%
1
965
$212 ﹤0.01%
2
966
$209 ﹤0.01%
4
967
$208 ﹤0.01%
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968
$208 ﹤0.01%
+4
969
$207 ﹤0.01%
3
-1
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$207 ﹤0.01%
8
971
$207 ﹤0.01%
1
972
$207 ﹤0.01%
4
973
$205 ﹤0.01%
2
-1
974
$205 ﹤0.01%
5
975
$205 ﹤0.01%
5
37 38
39
40 41