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AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$219M
1-Year Est. Return
16.64%
This Fund
S&P 500
1 Year Est. Return
+16.64%
AUM
$219M
AUM Growth
+$3.39M
(+1.6%)
Holding
185
Top Buys
| 1 | +$3.16M | |
| 2 | +$2.5M | |
| 3 | +$2.03M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$466K |
| 5 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$274K |
Top Sells
| 1 | +$578K | |
| 2 | +$433K | |
| 3 | +$225K | |
| 4 |
Paychex
PAYX
|
+$222K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
iShares MSCI Emerging Markets ETF
EEM
$29.1B
| $10.2K | ﹤0.01% |
180
|
|
||
177
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $9.15K | ﹤0.01% |
300
|
|
||
178
Schwab International Equity ETF
SCHF
$64.6B
| $4.95K | ﹤0.01% |
200
|
|
||
179
Vanguard S&P 500 ETF
VOO
$973B
| $4.18K | ﹤0.01% |
7
-17
|
|
||
180
Broadcom
AVGO
$1.88T
| – | – |
-612
|
|
||
181
Broadridge
BR
$17.2B
| – | – |
-1,939
|
|
||
182
Constellation Energy
CEG
$89.5B
| – | – |
-637
|
|
||
183
Capital One
COF
$112B
| – | – |
-879
|
|
||
|
184
Dover
DOV
$29.1B
| – | – |
-1,125
|
|
||
|
185
Paychex
PAYX
$35.4B
| – | – |
-1,983
|
|