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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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$489K
3
+$314K
4
AMTM
Amentum Holdings
AMTM
+$301K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$248K

Top Sells

1
+$1.65M
2
+$756K
3
+$634K
4
MCD icon
McDonald's
MCD
+$427K
5
UNH icon
UnitedHealth
UNH
+$385K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47K 0.03%
712
152
$44.9K 0.03%
85
153
$38K 0.03%
200
154
$36.2K 0.02%
1,632
+582
155
$29.5K 0.02%
1,000
156
$26.6K 0.02%
580
157
$23.3K 0.02%
400
158
$19.9K 0.01%
137
-400
159
$16.3K 0.01%
250
160
$15.6K 0.01%
600
161
$14.7K 0.01%
300
162
$11.7K 0.01%
185
163
$11.2K 0.01%
105
164
$10.3K 0.01%
400
165
$8.11K 0.01%
175
166
$8.04K 0.01%
300
167
$4.11K ﹤0.01%
200
168
– –
-10,975
169
– –
-1,601
170
– –
-350
171
– –
-2,315
172
– –
-97
173
– –
-73
174
– –
-10,028
3 4 5 6
7