AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$216M
1-Year Est. Return
18.68%
This Fund
S&P 500
1 Year Est. Return
+18.68%
AUM
$216M
AUM Growth
+$56.8M
(+36%)
Holding
178
Top Buys
| 1 | +$51.5M | |
| 2 | +$1.53M | |
| 3 | +$1.35M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.13M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$712K |
Top Sells
| 1 | +$3.37M | |
| 2 | +$503K | |
| 3 | +$268K | |
| 4 |
Walmart Inc
WMT
|
+$132K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$107K |
Sector Composition
| 1 | Technology | 13.36% |
| 2 | Healthcare | 7.8% |
| 3 | Industrials | 7.5% |
| 4 | Financials | 6.62% |
| 5 | Consumer Staples | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Schwab International Equity ETF
SCHF
$59.2B
| $4.81K | ﹤0.01% |
200
|
|
||
177
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.5B
| – | – |
-23,554
|
|
||
178
Vanguard Ultra-Short Bond ETF
VUSB
$8B
| – | – |
-67,481
|
|