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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
$219M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.5M
3
+$2.03M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$466K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$274K

Top Sells

1
+$578K
2
+$433K
3
+$225K
4
PAYX icon
Paychex
PAYX
+$222K
5
DOV icon
Dover
DOV
+$220K

Sector Composition

1 Technology 11.72%
2 Industrials 7.65%
3 Healthcare 7.51%
4 Financials 6.11%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYPL icon
126
PayPal
PYPL
$36.4B
$291K 0.13%
6,433
AMD icon
127
Advanced Micro Devices
AMD
$800B
$291K 0.13%
1,430
-241
USB icon
128
US Bancorp
USB
$86.2B
$287K 0.13%
5,524
+5
PLTR icon
129
Palantir
PLTR
$327B
$279K 0.13%
1,910
LMT icon
130
Lockheed Martin
LMT
$120B
$279K 0.13%
462
CAH icon
131
Cardinal Health
CAH
$47.9B
$275K 0.13%
1,303
EMR icon
132
Emerson Electric
EMR
$77.9B
$273K 0.12%
2,087
IRM icon
133
Iron Mountain
IRM
$36.7B
$270K 0.12%
2,645
WELL icon
134
Welltower
WELL
$141B
$267K 0.12%
1,350
NEA icon
135
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
$265K 0.12%
+23,554
MELI icon
136
Mercado Libre
MELI
$81.7B
$263K 0.12%
152
XLB icon
137
State Street Materials Select Sector SPDR ETF
XLB
$7.63B
$260K 0.12%
5,200
VZ icon
138
Verizon
VZ
$190B
$257K 0.12%
5,118
-100
IWR icon
139
iShares Russell Mid-Cap ETF
IWR
$54.4B
$257K 0.12%
+2,640
OTIS icon
140
Otis Worldwide
OTIS
$26.7B
$254K 0.12%
3,299
APD icon
141
Air Products & Chemicals
APD
$61.6B
$250K 0.11%
862
TILT icon
142
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
$243K 0.11%
1,005
ZBH icon
143
Zimmer Biomet
ZBH
$16.9B
$231K 0.11%
2,554
KLAC icon
144
KLA
KLAC
$275B
$230K 0.1%
156
-13
SCHD icon
145
Schwab US Dividend Equity ETF
SCHD
$95B
$230K 0.1%
7,500
-116
SHEL icon
146
Shell
SHEL
$241B
$226K 0.1%
+2,425
AMTM
147
Amentum Holdings
AMTM
$5.52B
$225K 0.1%
8,639
-4
MRK icon
148
Merck
MRK
$295B
$218K 0.1%
+1,810
EIX icon
149
Edison International
EIX
$27.3B
$215K 0.1%
+2,943
VOE icon
150
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$212K 0.1%
1,151
4 5
6
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