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
76
$560K 0.39%
2,258
-148
77
$559K 0.39%
2,076
78
$540K 0.37%
1,160
79
$537K 0.37%
1,442
-100
80
$534K 0.37%
18,463
81
$530K 0.37%
5,055
-166
82
$528K 0.36%
2,640
83
$524K 0.36%
12,558
84
$482K 0.33%
1,026
+31
85
$481K 0.33%
3,278
-66
86
$470K 0.32%
1,939
87
$465K 0.32%
1,326
88
$447K 0.31%
1,916
-116
89
$439K 0.3%
4,480
+2
90
$438K 0.3%
5,834
91
$437K 0.3%
3,630
92
$436K 0.3%
6,678
93
$436K 0.3%
6,864
-123
94
$423K 0.29%
1,008
95
$413K 0.29%
3,962
96
$398K 0.27%
1,431
97
$382K 0.26%
6,266
98
$380K 0.26%
15,005
-398
99
$374K 0.26%
701
100
$372K 0.26%
1,524
2 3
4
5 6