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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
JCI icon
151
Johnson Controls International
JCI
$87.9B
$208K 0.1%
+1,591
GDX icon
152
VanEck Gold Miners ETF
GDX
$23.9B
$206K 0.09%
2,250
-200
GIS icon
153
General Mills
GIS
$17.7B
$201K 0.09%
5,406
IWF icon
154
iShares Russell 1000 Growth ETF
IWF
$127B
$149K 0.07%
1,400
VTV icon
155
Vanguard Value ETF
VTV
$180B
$137K 0.06%
700
IWM icon
156
iShares Russell 2000 ETF
IWM
$78.5B
$129K 0.06%
520
-193
VWO icon
157
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$104K 0.05%
1,921
VNQ icon
158
Vanguard Real Estate ETF
VNQ
$37B
$69.8K 0.03%
787
+1
VFH icon
159
Vanguard Financials ETF
VFH
$12.4B
$48.3K 0.02%
400
SCHB icon
160
Schwab US Broad Market ETF
SCHB
$42.4B
$45.7K 0.02%
1,821
+35
IWD icon
161
iShares Russell 1000 Value ETF
IWD
$75.1B
$42.7K 0.02%
200
EWZ icon
162
iShares MSCI Brazil ETF
EWZ
$9.41B
$38.4K 0.02%
1,000
IEV icon
163
iShares Europe ETF
IEV
$1.73B
$27.2K 0.01%
400
IBB icon
164
iShares Biotechnology ETF
IBB
$7.72B
$20.3K 0.01%
120
SCHG icon
165
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$17.5K 0.01%
600
-55
EPP icon
166
iShares MSCI Pacific ex Japan ETF
EPP
$2.02B
$15.9K 0.01%
300
IYH icon
167
iShares US Healthcare ETF
IYH
$3.06B
$15.4K 0.01%
250
SCHX icon
168
Schwab US Large- Cap ETF
SCHX
$71B
$15.4K 0.01%
600
VGT icon
169
Vanguard Information Technology ETF
VGT
$143B
$15.3K 0.01%
176
VEU icon
170
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$13.9K 0.01%
185
VBK icon
171
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$12.1K 0.01%
+40
SCHA icon
172
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$11.6K 0.01%
400
IYE icon
173
iShares US Energy ETF
IYE
$1.63B
$11.3K 0.01%
175
VBR icon
174
Vanguard Small-Cap Value ETF
VBR
$35.6B
$10.9K 0.01%
+50
RWR icon
175
State Street SPDR Dow Jones REIT ETF
RWR
$1.75B
$10.6K ﹤0.01%
105
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7
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