AWM
WD icon

Abound Wealth Management’s Walker & Dunlop WD Stock Holding History

Abound Wealth Management’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$770 Hold
14
– – ﹤0.01% 862
2026
Q1 		$624 Hold
14
– – ﹤0.01% 1034
2025
Q4 		$846 Hold
14
– – ﹤0.01% 917
2025
Q3 		$1.18K Hold
14
– – ﹤0.01% 859
2025
Q2 		$991 Hold
14
– – ﹤0.01% 802
2025
Q1 		$1.2K Sell
14
-2
-13% -$179 ﹤0.01% 743
2024
Q4 		$1.56K Hold
16
– – ﹤0.01% 694
2024
Q3 		$1.82K Hold
16
– – ﹤0.01% 721
2024
Q2 		$1.58K Hold
16
– – ﹤0.01% 667
2024
Q1 		$1.62K Hold
16
– – ﹤0.01% 706
2023
Q4 		$1.78K Sell
16
-1
-6% -$82 ﹤0.01% 665
2023
Q3 		$1.27K Hold
17
– – ﹤0.01% 682
2023
Q2 		$1.35K Buy
17
+5
+42% +$361 ﹤0.01% 694
2023
Q1 		$919 Hold
12
– – ﹤0.01% 644
2022
Q4 		$947 Hold
12
– – ﹤0.01% 621
2022
Q3 		$1.01K Buy
+12
New +$1.23K ﹤0.01% 608

Other funds holding WD

ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return