AWM

Aberdeen Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 13.38%
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$317K
3
+$236K
4
SLV icon
iShares Silver Trust
SLV
+$218K
5
WELL icon
Welltower
WELL
+$207K

Top Sells

1
+$1.11M
2
+$750K
3
+$746K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$455K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$281K

Sector Composition

1 Technology 15.91%
2 Healthcare 12.79%
3 Industrials 9.82%
4 Financials 9.05%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.2K 0.01%
250
152
$13.2K 0.01%
600
153
$11.2K 0.01%
185
154
$10.4K 0.01%
105
155
$9.37K 0.01%
400
156
$8.63K 0.01%
175
157
$7.97K 0.01%
300
158
$3.96K ﹤0.01%
200
159
$3.6K ﹤0.01%
7
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160
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161
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163
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164
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168
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170
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171
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3 4 5 6
7