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
101
$110K 0.04%
2,194
-8
102
$110K 0.04%
900
-5
103
$109K 0.04%
343
-45
104
$108K 0.04%
1,328
+306
105
$106K 0.04%
531
-59
106
$106K 0.04%
813
107
$105K 0.04%
617
+392
108
$104K 0.03%
294
+25
109
$103K 0.03%
1,891
-1
110
$103K 0.03%
1,308
+343
111
$102K 0.03%
1,606
-3
112
$102K 0.03%
610
-125
113
$102K 0.03%
440
+199
114
$102K 0.03%
243
-8
115
$101K 0.03%
1,029
+3
116
$99.3K 0.03%
1,253
-28
117
$98.9K 0.03%
2,523
-4
118
$98.3K 0.03%
1,052
119
$96K 0.03%
1,279
-18
120
$95.7K 0.03%
332
-26
121
$94.1K 0.03%
1,469
122
$92.5K 0.03%
1,151
-1
123
$91.5K 0.03%
2,512
+15
124
$89.3K 0.03%
+1,633
125
$85.8K 0.03%
+2,105
3 4
5
6 7