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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
1
$39.1M 13.06%
374,191
+23,378
2
$38.5M 12.84%
388,788
+23,289
3
$25.9M 8.63%
508,923
-21,432
4
$21.3M 7.12%
37,972
+2,937
5
$19M 6.35%
352,423
-317,218
6
$17M 5.66%
767,721
+9,556
7
$14.1M 4.71%
51,395
+11,173
8
$13.6M 4.54%
26,442
+1,243
9
$12.7M 4.24%
57,354
+7,835
10
$8.81M 2.94%
39,642
+5,115
11
$7.64M 2.55%
100,935
+366
12
$5.61M 1.87%
123,952
-38,006
13
$5.01M 1.67%
19,342
+1,845
14
$4.03M 1.34%
44,496
+1,022
15
$3.68M 1.23%
55,900
+28,130
16
$3.51M 1.17%
13,661
+12
17
$3.38M 1.13%
6,048
+128
18
$3.31M 1.1%
33,310
+2,553
19
$2.28M 0.76%
18,661
+28
20
$2.14M 0.72%
19,788
+2,328
21
$2.11M 0.71%
5,631
-13
22
$2.11M 0.7%
12,605
+205
23
$1.91M 0.64%
10,025
+407
24
$1.86M 0.62%
25,780
+59
25
$1.7M 0.57%
72,451
+3,750
1
2 3 4 5