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
76
$172K 0.06%
814
77
$172K 0.06%
1,035
-280
78
$171K 0.06%
688
+14
79
$171K 0.06%
1,753
80
$170K 0.06%
309
-20
81
$168K 0.06%
1,044
82
$168K 0.06%
903
+545
83
$157K 0.05%
190
+31
84
$157K 0.05%
2,185
+423
85
$150K 0.05%
1,129
-77
86
$146K 0.05%
505
-28
87
$141K 0.05%
3,375
+26
88
$140K 0.05%
5,127
89
$139K 0.05%
265
-1
90
$138K 0.05%
418
+199
91
$136K 0.05%
1,032
+1,007
92
$126K 0.04%
+2,295
93
$125K 0.04%
491
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94
$123K 0.04%
3,406
-1,658
95
$121K 0.04%
1,275
+1,035
96
$119K 0.04%
853
-29
97
$119K 0.04%
2,019
+9
98
$117K 0.04%
60
99
$115K 0.04%
+1,225
100
$114K 0.04%
1,459
+1,191
2 3
4
5 6