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
51
$793K 0.55%
5,077
52
$779K 0.54%
7,720
53
$779K 0.54%
13,078
+1
54
$775K 0.53%
5,448
55
$751K 0.52%
4,180
56
$751K 0.52%
2,404
-113
57
$743K 0.51%
7,533
+201
58
$730K 0.5%
24,800
59
$727K 0.5%
3,068
+1
60
$720K 0.5%
2,183
+1
61
$716K 0.49%
7,500
62
$711K 0.49%
2,859
63
$706K 0.49%
2,900
64
$697K 0.48%
10,040
+60
65
$695K 0.48%
10,262
66
$678K 0.47%
147
67
$677K 0.47%
716
68
$676K 0.47%
4,042
-132
69
$658K 0.45%
16,960
70
$654K 0.45%
3,180
71
$642K 0.44%
2,212
72
$641K 0.44%
776
73
$594K 0.41%
2,436
74
$577K 0.4%
5,283
75
$567K 0.39%
3,443
1 2
3
4 5