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
1051
$169 ﹤0.01%
8
-4
1052
$168 ﹤0.01%
2
-1
1053
$168 ﹤0.01%
3
1054
$168 ﹤0.01%
33
-6
1055
$168 ﹤0.01%
2
1056
$167 ﹤0.01%
3
1057
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4
-1
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$167 ﹤0.01%
4
1059
$166 ﹤0.01%
1
1060
$165 ﹤0.01%
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-5
1061
$165 ﹤0.01%
3
-1
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$164 ﹤0.01%
2
1063
$164 ﹤0.01%
1
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$163 ﹤0.01%
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1065
$163 ﹤0.01%
8
-3
1066
$162 ﹤0.01%
1
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1
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$161 ﹤0.01%
2
1070
$161 ﹤0.01%
3
-1
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$160 ﹤0.01%
5
-2
1072
$159 ﹤0.01%
12
-5
1073
$159 ﹤0.01%
4
-1
1074
$159 ﹤0.01%
8
-4
1075
$159 ﹤0.01%
11
-8
41 42
43
44 45