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
126
$85.8K 0.03%
572
-22
127
$84.1K 0.03%
1,853
-368
128
$83.4K 0.03%
1,090
+7
129
$83.3K 0.03%
2,979
-1,648
130
$83.2K 0.03%
1,229
+824
131
$82.4K 0.03%
+1,573
132
$82.2K 0.03%
150
+69
133
$81.6K 0.03%
261
-42
134
$81.6K 0.03%
2,015
135
$80.8K 0.03%
819
+55
136
$80.7K 0.03%
312
-84
137
$78.2K 0.03%
+2,503
138
$77.2K 0.03%
1,311
+897
139
$76.9K 0.03%
1,212
+1,044
140
$75.1K 0.03%
1,070
+135
141
$75K 0.03%
888
-368
142
$74.1K 0.02%
1,035
-269
143
$73.9K 0.02%
242
+2
144
$73.4K 0.02%
1,505
+1,486
145
$72.6K 0.02%
961
146
$71.9K 0.02%
1,408
147
$71.1K 0.02%
146
+16
148
$69.5K 0.02%
1,222
149
$66.9K 0.02%
247
-24
150
$66.3K 0.02%
250
4 5
6
7 8