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
101
$401K 0.25%
4,199
+1
102
$380K 0.24%
4,488
+4
103
$376K 0.24%
5,685
104
$374K 0.23%
5,725
105
$362K 0.23%
14,200
-222
106
$360K 0.23%
3,909
107
$359K 0.23%
1,524
108
$355K 0.22%
152
109
$347K 0.22%
+1,900
110
$337K 0.21%
3,762
-200
111
$332K 0.21%
11,763
112
$328K 0.21%
7,365
113
$328K 0.21%
962
+1
114
$315K 0.2%
4,901
115
$304K 0.19%
1,530
116
$303K 0.19%
6,300
117
$302K 0.19%
3,299
-275
118
$298K 0.19%
7,025
119
$278K 0.17%
8,280
-1,810
120
$277K 0.17%
2,330
121
$275K 0.17%
5,456
122
$274K 0.17%
2,087
123
$270K 0.17%
350
124
$270K 0.17%
1,100
125
$270K 0.17%
5,979
-287
3 4
5
6 7