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
1026
$180 ﹤0.01%
4
-1
1027
$180 ﹤0.01%
14
+10
1028
$179 ﹤0.01%
20
1029
$179 ﹤0.01%
3
1030
$179 ﹤0.01%
4
1031
$178 ﹤0.01%
4
1032
$178 ﹤0.01%
+7
1033
$177 ﹤0.01%
8
-4
1034
$177 ﹤0.01%
+7
1035
$177 ﹤0.01%
2
-1
1036
$176 ﹤0.01%
4
1037
$176 ﹤0.01%
11
-4
1038
$176 ﹤0.01%
3
1039
$175 ﹤0.01%
7
-3
1040
$175 ﹤0.01%
5
1041
$175 ﹤0.01%
18
1042
$174 ﹤0.01%
6
-1
1043
$174 ﹤0.01%
1
-1
1044
$173 ﹤0.01%
5
-2
1045
$173 ﹤0.01%
15
-3
1046
$173 ﹤0.01%
4
-1
1047
$172 ﹤0.01%
1
-1
1048
$171 ﹤0.01%
1
1049
$171 ﹤0.01%
6
-3
1050
$170 ﹤0.01%
2
-1
40 41
42
43 44