We are live on ! Find out more
AWM

Aberdeen Wealth Management Portfolio holdings

AUM $219M
1-Year Est. Return 16.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$224K
3
+$206K
4
MU icon
Micron Technology
MU
+$201K
5
KLAC icon
KLA
KLAC
+$175K

Top Sells

1
+$256K
2
+$226K
3
+$206K
4
AMP icon
Ameriprise Financial
AMP
+$206K
5
VTEI icon
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
+$200K

Sector Composition

1 Technology 18.3%
2 Healthcare 10.27%
3 Industrials 10.03%
4 Financials 8.75%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.92%
9,782
27
$1.25M 0.79%
5,148
+70
28
$1.24M 0.78%
4,398
29
$1.22M 0.77%
7,950
+5
30
$1.17M 0.74%
4,967
31
$1.14M 0.72%
11,979
-700
32
$1.13M 0.71%
8,076
+1
33
$1.12M 0.7%
16,909
+4
34
$1.1M 0.69%
6,593
35
$1.09M 0.68%
14,912
36
$1.08M 0.68%
3,750
37
$1.06M 0.67%
4,835
+440
38
$1.06M 0.66%
16,575
39
$1.04M 0.65%
2,183
40
$991K 0.62%
7,121
41
$965K 0.61%
14,100
+2
42
$959K 0.6%
1,685
43
$937K 0.59%
1,900
44
$933K 0.59%
10,262
45
$927K 0.58%
1,392
+70
46
$922K 0.58%
3,069
+1
47
$917K 0.58%
2,342
+80
48
$907K 0.57%
4,385
49
$889K 0.56%
19,910
50
$881K 0.55%
24,800
1
2
3 4 5