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
1151
$134 ﹤0.01%
5
-1
1152
$134 ﹤0.01%
4
1153
$134 ﹤0.01%
5
1154
$134 ﹤0.01%
+3
1155
$133 ﹤0.01%
+4
1156
$133 ﹤0.01%
2
1157
$133 ﹤0.01%
10
-6
1158
$132 ﹤0.01%
3
-1
1159
$132 ﹤0.01%
1
-1
1160
$132 ﹤0.01%
5
-2
1161
$131 ﹤0.01%
10
-2
1162
$131 ﹤0.01%
6
-1
1163
$131 ﹤0.01%
4
-2
1164
$131 ﹤0.01%
4
-2
1165
$130 ﹤0.01%
11
-3
1166
$128 ﹤0.01%
13
-2
1167
$128 ﹤0.01%
9
-5
1168
$127 ﹤0.01%
22
-5
1169
$127 ﹤0.01%
1
-1
1170
$127 ﹤0.01%
3
1171
$127 ﹤0.01%
+5
1172
$126 ﹤0.01%
1
1173
$126 ﹤0.01%
6
-3
1174
$126 ﹤0.01%
25
-10
1175
$125 ﹤0.01%
2
-1
45 46
47
48 49