AWM

Aberdeen Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 13.38%
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$317K
3
+$236K
4
SLV icon
iShares Silver Trust
SLV
+$218K
5
WELL icon
Welltower
WELL
+$207K

Top Sells

1
+$1.11M
2
+$750K
3
+$746K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$455K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$281K

Sector Composition

1 Technology 15.91%
2 Healthcare 12.79%
3 Industrials 9.82%
4 Financials 9.05%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.95%
4,398
27
$1.35M 0.93%
7,940
+5
28
$1.34M 0.93%
12,030
29
$1.23M 0.85%
3,750
30
$1.22M 0.84%
17,101
-100
31
$1.21M 0.84%
8,073
+67
32
$1.18M 0.82%
9,880
-101
33
$1.17M 0.81%
4,967
34
$1.14M 0.79%
12,679
-200
35
$1.06M 0.73%
7,246
36
$1.01M 0.7%
5,515
37
$1M 0.69%
4,405
-110
38
$967K 0.67%
16,575
39
$944K 0.65%
2,562
40
$930K 0.64%
9,955
41
$924K 0.64%
1,685
42
$922K 0.64%
8,381
+4
43
$920K 0.63%
3,975
44
$885K 0.61%
14,339
+2
45
$879K 0.61%
14,912
46
$873K 0.6%
6,593
47
$843K 0.58%
9,171
+4
48
$817K 0.56%
4,295
49
$815K 0.56%
1,900
50
$810K 0.56%
7,231
+3
1
2
3 4 5