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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
126
$270K 0.17%
2,645
127
$268K 0.17%
23,554
128
$266K 0.17%
5,513
+5
129
$263K 0.17%
+1,570
130
$262K 0.16%
2,063
+3
131
$261K 0.16%
2,762
132
$252K 0.16%
2,554
133
$240K 0.15%
1,350
134
$235K 0.15%
862
135
$233K 0.15%
5,200
136
$232K 0.15%
5,278
-410
137
$230K 0.14%
462
+1
138
$225K 0.14%
+1,390
139
$210K 0.13%
+637
140
$207K 0.13%
8,643
-848
141
$206K 0.13%
7,537
+27
142
$205K 0.13%
1,303
143
$203K 0.13%
+188
144
$201K 0.13%
300
145
$152K 0.1%
630
146
$131K 0.08%
700
147
$98.8K 0.06%
1,824
+1
148
$62.6K 0.04%
685
+1
149
$45.7K 0.03%
1,777
+2
150
$40.7K 0.03%
200
3 4 5
6
7