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
1201
$115 ﹤0.01%
6
1202
$114 ﹤0.01%
4
1203
$114 ﹤0.01%
1
-1
1204
$114 ﹤0.01%
1
-1
1205
$114 ﹤0.01%
+1
1206
$113 ﹤0.01%
10
-1
1207
$113 ﹤0.01%
5
-5
1208
$112 ﹤0.01%
5
1209
$112 ﹤0.01%
2
-2
1210
$112 ﹤0.01%
6
-2
1211
$111 ﹤0.01%
4
-2
1212
$110 ﹤0.01%
26
1213
$109 ﹤0.01%
2
-3
1214
$109 ﹤0.01%
2
1215
$107 ﹤0.01%
2
-1
1216
$107 ﹤0.01%
22
-18
1217
$107 ﹤0.01%
38
-17
1218
$107 ﹤0.01%
10
-6
1219
$107 ﹤0.01%
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-2
1220
$107 ﹤0.01%
3
1221
$106 ﹤0.01%
+50
1222
$106 ﹤0.01%
1
-1
1223
$106 ﹤0.01%
16
1224
$106 ﹤0.01%
18
1225
$106 ﹤0.01%
6
47 48
49
50 51