AWM

Aberdeen Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 14.77%
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.76M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.41%
2 Technology 10.52%
3 Consumer Staples 8.97%
4 Industrials 8.89%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.91%
+12,950
27
$1.22M 0.91%
+18,180
28
$1.19M 0.89%
+10,164
29
$1.18M 0.88%
+7,027
30
$1.16M 0.87%
+4,825
31
$1.11M 0.83%
+10,932
32
$1.11M 0.82%
+27,954
33
$1.05M 0.78%
+5,790
34
$1.05M 0.78%
+5,510
35
$1.03M 0.77%
+13,901
36
$1.02M 0.76%
+18,375
37
$979K 0.73%
+9,050
38
$956K 0.71%
+15,656
39
$923K 0.69%
+4,673
40
$862K 0.64%
+3,690
41
$860K 0.64%
+7,139
42
$837K 0.62%
+13,980
43
$808K 0.6%
+12,689
44
$801K 0.6%
+3,915
45
$774K 0.58%
+5,627
46
$766K 0.57%
+2,566
47
$757K 0.56%
+20,356
48
$756K 0.56%
+7,419
49
$750K 0.56%
+15,636
50
$716K 0.53%
+11,930
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