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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
151
$31K 0.02%
1,000
152
$26.2K 0.02%
400
153
$20.4K 0.01%
639
+28
154
$17.3K 0.01%
120
155
$15.8K 0.01%
600
156
$15.5K 0.01%
300
157
$14.7K 0.01%
250
158
$13.2K 0.01%
185
159
$11.2K 0.01%
400
160
$10.5K 0.01%
105
161
$9.61K 0.01%
180
162
$8.73K 0.01%
300
163
$8.32K 0.01%
175
164
$4.66K ﹤0.01%
200
165
$4.29K ﹤0.01%
7
166
– –
-2,140
167
– –
-386
168
– –
-3,500
169
– –
-1,125
170
– –
-2,033
3 4 5 6
7