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
1001
$191 ﹤0.01%
2
-1
1002
$191 ﹤0.01%
4
1003
$190 ﹤0.01%
4
1004
$190 ﹤0.01%
2
1005
$189 ﹤0.01%
8
-4
1006
$189 ﹤0.01%
3
-1
1007
$188 ﹤0.01%
2
-1
1008
$188 ﹤0.01%
3
-1
1009
$188 ﹤0.01%
4
1010
$186 ﹤0.01%
6
-2
1011
$186 ﹤0.01%
+2
1012
$186 ﹤0.01%
1
1013
$186 ﹤0.01%
5
-1
1014
$186 ﹤0.01%
5
-1
1015
$185 ﹤0.01%
13
-5
1016
$185 ﹤0.01%
6
-1
1017
$184 ﹤0.01%
4
1018
$183 ﹤0.01%
4
-2
1019
$183 ﹤0.01%
2
-1
1020
$183 ﹤0.01%
+10
1021
$182 ﹤0.01%
78
-73
1022
$182 ﹤0.01%
6
-1
1023
$182 ﹤0.01%
6
-1
1024
$181 ﹤0.01%
1
-1
1025
$180 ﹤0.01%
9
-4
39 40
41
42 43