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
1251
$72 ﹤0.01%
22
1252
$64 ﹤0.01%
+4
1253
$64 ﹤0.01%
6
-4
1254
$63 ﹤0.01%
7
1255
$61 ﹤0.01%
8
1256
$58 ﹤0.01%
1
1257
$45 ﹤0.01%
25
1258
$38 ﹤0.01%
1
1259
– –
-2
1260
$31 ﹤0.01%
1
1261
$27 ﹤0.01%
+5
1262
$25 ﹤0.01%
1
1263
$22 ﹤0.01%
15
1264
$18 ﹤0.01%
27
1265
$17 ﹤0.01%
1
1266
– –
0
1267
$7 ﹤0.01%
2
1268
$1 ﹤0.01%
+1
1269
– –
0
1270
– –
-322
1271
– –
-25
1272
– –
-60
1273
– –
-27
1274
– –
-27
1275
– –
-28
49 50
51
52 53