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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.91%
5,565
+90
27
$1.38M 0.9%
6,254
-33
28
$1.36M 0.89%
13,158
+134
29
$1.35M 0.88%
22,882
+488
30
$1.34M 0.87%
8,654
-125
31
$1.34M 0.87%
8,032
-65
32
$1.31M 0.86%
8,849
-154
33
$1.29M 0.84%
14,713
-94
34
$1.28M 0.84%
6,793
+15
35
$1.24M 0.81%
4,617
-22
36
$1.19M 0.77%
24,603
-2,100
37
$1.09M 0.71%
4,841
+136
38
$1.06M 0.69%
+16,700
39
$1.06M 0.69%
17,867
+167
40
$1.04M 0.68%
7,396
-65
41
$1.04M 0.68%
4,529
+212
42
$1.03M 0.67%
2,762
-10
43
$1.03M 0.67%
27,300
44
$992K 0.65%
16,212
-330
45
$962K 0.63%
3,230
46
$927K 0.6%
14,623
+39
47
$917K 0.6%
3,962
48
$860K 0.56%
3,525
-25
49
$857K 0.56%
5,140
50
$854K 0.56%
4,530
1
2
3 4 5