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
201
$45.1K 0.02%
410
+127
202
$44.1K 0.01%
1,066
-498
203
$43.3K 0.01%
1,311
204
$43.1K 0.01%
1,007
-5
205
$43K 0.01%
280
-42
206
$42.7K 0.01%
+469
207
$41.6K 0.01%
706
+282
208
$41.5K 0.01%
+497
209
$40.9K 0.01%
178
-18
210
$40.5K 0.01%
1,130
211
$39.7K 0.01%
146
+62
212
$39.5K 0.01%
376
-121
213
$39.3K 0.01%
354
214
$38.8K 0.01%
318
-336
215
$38.3K 0.01%
79
-4
216
$38.3K 0.01%
367
-19
217
$38.2K 0.01%
1,257
+1,157
218
$38.2K 0.01%
203
+1
219
$38K 0.01%
500
220
$37.9K 0.01%
634
+345
221
$37.8K 0.01%
380
222
$37.8K 0.01%
259
-2
223
$37.6K 0.01%
1,220
224
$37.5K 0.01%
177
-23
225
$37.5K 0.01%
183
-24
7 8
9
10 11