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
51
$878K 0.55%
3,975
52
$870K 0.55%
9,180
+4
53
$840K 0.53%
7,333
-200
54
$832K 0.52%
16,960
55
$809K 0.51%
7,500
56
$807K 0.51%
2,859
57
$803K 0.5%
7,238
+3
58
$795K 0.5%
3,675
59
$794K 0.5%
2,640
60
$768K 0.48%
2,562
61
$768K 0.48%
4,180
62
$754K 0.47%
7,720
63
$744K 0.47%
2,900
64
$743K 0.47%
5,515
65
$731K 0.46%
2,404
66
$701K 0.44%
8,391
+5
67
$681K 0.43%
2,420
-150
68
$677K 0.43%
5,448
69
$673K 0.42%
2,026
-50
70
$663K 0.42%
716
71
$653K 0.41%
3,180
72
$648K 0.41%
12,558
73
$644K 0.4%
1,008
74
$628K 0.39%
4,042
75
$594K 0.37%
5,283
1 2
3
4 5