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
1226
$105 ﹤0.01%
3
-3
1227
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+2
1228
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+3
1229
$102 ﹤0.01%
+8
1230
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6
1231
$100 ﹤0.01%
2
1232
$99 ﹤0.01%
+1
1233
$99 ﹤0.01%
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-1
1234
$99 ﹤0.01%
10
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1235
$98 ﹤0.01%
4
1236
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+3
1237
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1238
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25
-3
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+2
1240
$92 ﹤0.01%
19
1241
$91 ﹤0.01%
1
1242
$89 ﹤0.01%
3
1243
$86 ﹤0.01%
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$86 ﹤0.01%
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1245
$84 ﹤0.01%
3
1246
$82 ﹤0.01%
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1247
$82 ﹤0.01%
10
1248
$82 ﹤0.01%
9
1249
$78 ﹤0.01%
1
1250
$77 ﹤0.01%
+3
48 49
50
51 52