AWM

Aberdeen Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$188K
2
+$184K
3
+$88.1K
4
AMZN icon
Amazon
AMZN
+$25.2K
5
GILD icon
Gilead Sciences
GILD
+$11.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-60
152
– –
-4,007
153
– –
-400
154
– –
-1,988
155
– –
-231
3 4 5 6
7