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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
1
$11.9M 7.5%
118,492
-485
2
$9.07M 5.7%
42,034
-95
3
$6.43M 4.04%
12,424
+56
4
$5.76M 3.62%
22,627
5
$4.68M 2.94%
14,833
-300
6
$4M 2.51%
7,962
7
$3.44M 2.16%
14,154
+370
8
$3.41M 2.14%
18,280
+370
9
$3.38M 2.12%
23,690
+102
10
$3.37M 2.12%
67,481
-2,472
11
$3.37M 2.12%
11,492
12
$2.9M 1.82%
7,155
+1
13
$2.82M 1.77%
38,349
+139
14
$2.78M 1.75%
12,003
15
$2.53M 1.59%
7,117
16
$2.46M 1.55%
93,529
+2,600
17
$2.21M 1.39%
10,799
+291
18
$2.16M 1.35%
15,170
19
$2.14M 1.34%
11,528
+4
20
$2.07M 1.3%
14,767
-52
21
$1.9M 1.2%
18,480
-448
22
$1.64M 1.03%
20,551
23
$1.59M 1%
11,878
+1
24
$1.52M 0.95%
6,041
+2
25
$1.48M 0.93%
13,167
+7
1
2 3 4 5