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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
76
$592K 0.37%
776
77
$589K 0.37%
2,260
+1
78
$577K 0.36%
1,876
79
$562K 0.35%
6,017
80
$551K 0.35%
1,160
81
$516K 0.32%
1,397
82
$504K 0.32%
3,443
83
$491K 0.31%
2,436
84
$480K 0.3%
5,834
85
$479K 0.3%
6,866
+1
86
$478K 0.3%
3,079
+1
87
$469K 0.29%
1,027
88
$462K 0.29%
1,939
89
$453K 0.28%
1,326
90
$448K 0.28%
6,678
91
$447K 0.28%
1,431
92
$445K 0.28%
3,630
93
$445K 0.28%
4,658
94
$439K 0.28%
1,788
95
$437K 0.27%
18,463
96
$432K 0.27%
5,880
+60
97
$429K 0.27%
697
98
$418K 0.26%
701
99
$408K 0.26%
5,000
100
$403K 0.25%
7,981
+100
2 3
4
5 6