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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.16%
13,598
27
$1.3M 1.03%
15,188
-75
28
$1.26M 1%
5,730
29
$1.25M 0.99%
27,591
-1,035
30
$1.25M 0.99%
5,475
-30
31
$1.22M 0.97%
8,641
-340
32
$1.18M 0.94%
4,745
-100
33
$1.09M 0.87%
6,666
-5
34
$1.08M 0.86%
8,097
-1,110
35
$1.04M 0.83%
4,639
-28
36
$1.04M 0.83%
16,567
+4,011
37
$1M 0.8%
4,147
+181
38
$951K 0.76%
17,033
+8
39
$950K 0.76%
14,840
-533
40
$950K 0.76%
18,017
-784
41
$894K 0.71%
3,328
-102
42
$894K 0.71%
4,730
-153
43
$884K 0.7%
3,110
-142
44
$877K 0.7%
27,300
45
$866K 0.69%
7,419
46
$839K 0.67%
23,160
-389
47
$812K 0.65%
14,545
-34
48
$785K 0.62%
15,172
-894
49
$785K 0.62%
3,962
-38
50
$764K 0.61%
5,492
-73
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2
3 4 5