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
76
$553K 0.37%
1,397
-45
77
$548K 0.36%
5,283
78
$544K 0.36%
1,160
79
$541K 0.36%
1,008
80
$538K 0.36%
+6,017
81
$537K 0.36%
3,443
82
$533K 0.35%
2,436
83
$522K 0.35%
1,027
+1
84
$496K 0.33%
6,678
85
$489K 0.33%
1,876
-40
86
$488K 0.32%
6,865
+1
87
$471K 0.31%
1,939
88
$471K 0.31%
1,326
89
$470K 0.31%
4,658
-397
90
$469K 0.31%
3,078
-200
91
$469K 0.31%
18,463
92
$442K 0.29%
5,834
93
$429K 0.29%
1,431
94
$426K 0.28%
1,788
95
$415K 0.28%
3,630
96
$411K 0.27%
4,484
+4
97
$407K 0.27%
1,455
+100
98
$397K 0.26%
152
99
$397K 0.26%
701
100
$391K 0.26%
3,962
2 3
4
5 6