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
151
$65.8K 0.02%
330
-82
152
$65K 0.02%
501
+109
153
$65K 0.02%
306
154
$64.9K 0.02%
1,794
155
$64.9K 0.02%
954
-5
156
$64.6K 0.02%
422
157
$64.5K 0.02%
14
-2
158
$64.4K 0.02%
748
-13
159
$63.3K 0.02%
367
-267
160
$62.7K 0.02%
639
-136
161
$61.5K 0.02%
2,751
162
$61.2K 0.02%
842
-80
163
$60.7K 0.02%
338
-47
164
$60.6K 0.02%
587
+515
165
$60K 0.02%
651
-28
166
$59.7K 0.02%
2,045
167
$59.5K 0.02%
300
168
$58.8K 0.02%
2,080
+586
169
$57.4K 0.02%
301
+189
170
$57K 0.02%
+1,500
171
$56.1K 0.02%
469
+1
172
$55.6K 0.02%
556
+550
173
$55.5K 0.02%
+600
174
$55.1K 0.02%
4,426
+3,034
175
$54.4K 0.02%
964
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7
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