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
$105M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.92M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.45M

Top Sells

1
+$1.76M
2
+$1.65M
3
+$953K
4
PYPL icon
PayPal
PYPL
+$649K
5
RTX icon
RTX Corp
RTX
+$528K

Sector Composition

1 Healthcare 15.34%
2 Technology 14%
3 Consumer Staples 11.03%
4 Industrials 10.79%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.18%
9,999
-1,150
27
$1.23M 1.17%
9,154
-117
28
$1.21M 1.15%
4,744
-476
29
$1.13M 1.07%
5,730
-367
30
$1.12M 1.07%
8,917
-1,035
31
$1.04M 0.99%
5,510
-70
32
$1.04M 0.99%
13,598
33
$1.02M 0.97%
4,639
-471
34
$918K 0.87%
6,669
-220
35
$916K 0.87%
15,407
-1,116
36
$897K 0.85%
18,159
-1,637
37
$822K 0.78%
23,620
-348
38
$811K 0.77%
5,492
-478
39
$783K 0.75%
7,419
40
$768K 0.73%
14,840
-1,658
41
$754K 0.72%
3,523
-119
42
$707K 0.67%
27,300
-999
43
$685K 0.65%
2,026
-794
44
$681K 0.65%
5,655
45
$675K 0.64%
4,730
-707
46
$656K 0.62%
3,875
-198
47
$652K 0.62%
12,033
-898
48
$649K 0.62%
4,120
-1,020
49
$634K 0.6%
3,240
-284
50
$611K 0.58%
3,692
-764
1
2
3 4 5