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
176
$53.2K 0.02%
331
+5
177
$52.8K 0.02%
146
178
$52.7K 0.02%
162
179
$52.5K 0.02%
954
-1,104
180
$52.5K 0.02%
137
-17
181
$52.5K 0.02%
590
182
$52.5K 0.02%
1,204
+80
183
$51.6K 0.02%
165
-19
184
$50.7K 0.02%
83
-10
185
$50.5K 0.02%
1,665
+1,150
186
$50.5K 0.02%
199
-1
187
$50K 0.02%
874
188
$49.2K 0.02%
52
-4
189
$48.8K 0.02%
61
-10
190
$48.4K 0.02%
239
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191
$48.3K 0.02%
192
192
$48.3K 0.02%
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193
$47.3K 0.02%
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194
$47.2K 0.02%
+1,309
195
$47K 0.02%
775
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196
$46.7K 0.02%
274
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197
$46.2K 0.02%
397
198
$46.2K 0.02%
380
-52
199
$46.2K 0.02%
+931
200
$45.4K 0.02%
169
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