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
$133M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.06%
14,411
27
$1.33M 1%
14,640
28
$1.31M 0.99%
5,655
29
$1.31M 0.99%
13,156
30
$1.26M 0.95%
4,807
-35
31
$1.19M 0.9%
4,517
32
$1.19M 0.9%
5,730
33
$1.19M 0.89%
22,913
+121
34
$1.16M 0.88%
24,615
35
$1.12M 0.84%
17,592
-163
36
$1.1M 0.83%
6,166
-23
37
$1.09M 0.82%
6,052
-227
38
$1.06M 0.8%
13,579
39
$1M 0.76%
7,396
40
$946K 0.71%
2,762
41
$940K 0.71%
8,033
+1
42
$892K 0.67%
8,897
+2
43
$888K 0.67%
10,155
44
$825K 0.62%
11,554
+5
45
$809K 0.61%
26,100
46
$779K 0.59%
3,159
-49
47
$756K 0.57%
7,493
48
$755K 0.57%
14,998
49
$751K 0.57%
11,100
50
$748K 0.56%
8,604
-50
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2
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