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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.06%
26,236
-457
27
$1.39M 1.01%
5,655
28
$1.35M 0.97%
4,517
29
$1.29M 0.94%
13,156
30
$1.29M 0.93%
24,624
+6
31
$1.26M 0.91%
4,473
32
$1.2M 0.86%
13,579
33
$1.17M 0.85%
5,730
34
$1.07M 0.78%
4,832
+25
35
$1.07M 0.77%
17,756
+164
36
$1.04M 0.75%
6,013
-153
37
$982K 0.71%
7,396
38
$951K 0.69%
6,042
-10
39
$887K 0.64%
8,033
40
$876K 0.63%
10,830
41
$856K 0.62%
25,100
42
$843K 0.61%
22,991
+1
43
$827K 0.6%
1,900
44
$824K 0.6%
10,155
45
$808K 0.58%
3,582
46
$782K 0.57%
14,999
47
$779K 0.56%
4,330
48
$774K 0.56%
11,014
-295
49
$773K 0.56%
8,659
+55
50
$757K 0.55%
1,925
-101
1
2
3 4 5