AWM
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Abound Wealth Management’s Brunswick BC Stock Holding History

Abound Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322 Hold
4
– – ﹤0.01% 1014
2026
Q1 		$278 Hold
4
– – ﹤0.01% 1141
2025
Q4 		$284 Buy
+4
New +$271 ﹤0.01% 1072

Other funds holding BC

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM