AWM

Aberdeen Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$756K
2
+$514K
3
+$324K
4
AMTM
Amentum Holdings
AMTM
+$198K
5
DOV icon
Dover
DOV
+$196K

Top Sells

1
+$1.34M
2
+$779K
3
+$697K
4
UNH icon
UnitedHealth
UNH
+$238K
5
OKE icon
Oneok
OKE
+$211K

Sector Composition

1 Technology 17.34%
2 Healthcare 10.45%
3 Industrials 10.37%
4 Financials 9.23%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.56%
2,183
52
$846K 0.56%
8,386
+5
53
$844K 0.56%
19,910
54
$843K 0.56%
2,859
55
$843K 0.56%
9,176
+5
56
$829K 0.55%
7,720
57
$817K 0.54%
+1,322
58
$809K 0.54%
24,800
59
$802K 0.53%
7,235
+4
60
$785K 0.52%
3,068
61
$764K 0.51%
10,262
62
$752K 0.5%
2,900
63
$712K 0.47%
16,960
64
$709K 0.47%
716
65
$709K 0.47%
3,180
66
$702K 0.47%
2,404
67
$702K 0.47%
5,448
68
$680K 0.45%
2,640
69
$676K 0.45%
7,500
70
$662K 0.44%
2,076
71
$605K 0.4%
776
72
$594K 0.4%
12,558
73
$579K 0.38%
4,042
74
$562K 0.37%
2,570
75
$559K 0.37%
2,259
+1
1 2
3
4 5