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
101
$369K 0.25%
3,574
102
$361K 0.25%
1,788
103
$359K 0.25%
2,570
104
$351K 0.24%
7,914
105
$350K 0.24%
1,355
+1,225
106
$341K 0.24%
5,685
107
$334K 0.23%
5,725
108
$333K 0.23%
11,763
-100
109
$329K 0.23%
4,197
+2
110
$328K 0.23%
5,000
111
$326K 0.23%
5,456
112
$322K 0.22%
4,901
113
$317K 0.22%
2,058
+3
114
$309K 0.21%
6,299
+1
115
$306K 0.21%
3,934
116
$305K 0.21%
1,442
117
$297K 0.2%
152
118
$290K 0.2%
2,762
119
$289K 0.2%
2,554
-150
120
$289K 0.2%
7,365
121
$270K 0.19%
5,953
122
$264K 0.18%
23,554
123
$262K 0.18%
960
+1
124
$254K 0.18%
862
125
$249K 0.17%
1,100
3 4
5
6 7