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
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$155K
3
+$64.9K
4
AMZN icon
Amazon
AMZN
+$25.3K
5
GILD icon
Gilead Sciences
GILD
+$12.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 1.11%
13,901
27
$888K 1.08%
6,987
-40
28
$866K 1.05%
9,050
29
$814K 0.99%
5,770
-20
30
$813K 0.99%
18,375
31
$790K 0.96%
5,510
32
$769K 0.94%
12,950
33
$757K 0.92%
13,980
34
$754K 0.92%
9,117
-1,815
35
$745K 0.91%
4,504
-169
36
$720K 0.88%
5,627
37
$717K 0.87%
15,656
38
$707K 0.86%
18,621
-164
39
$692K 0.84%
3,903
-12
40
$687K 0.84%
12,693
+4
41
$657K 0.8%
7,419
42
$626K 0.76%
3,440
-250
43
$620K 0.75%
2,566
44
$616K 0.75%
19,894
-462
45
$610K 0.74%
15,516
-120
46
$585K 0.71%
7,831
+168
47
$569K 0.69%
5,655
48
$521K 0.63%
27,300
49
$519K 0.63%
3,555
+2
50
$518K 0.63%
7,147
+8
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2
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