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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.06%
26,236
27
$1.38M 1.04%
8,150
-44
28
$1.34M 1.01%
13,859
+2
29
$1.3M 0.98%
4,832
30
$1.3M 0.98%
24,327
-297
31
$1.28M 0.96%
4,473
32
$1.19M 0.9%
4,517
33
$1.17M 0.88%
5,730
34
$1.06M 0.8%
13,579
35
$1.02M 0.77%
6,042
36
$994K 0.75%
17,760
+4
37
$985K 0.74%
10,830
38
$952K 0.72%
7,396
39
$918K 0.69%
10,155
40
$878K 0.66%
5,883
-130
41
$872K 0.66%
1,900
42
$786K 0.59%
14,622
+4
43
$782K 0.59%
1,385
44
$772K 0.58%
25,100
45
$768K 0.58%
8,034
+1
46
$763K 0.57%
22,992
+1
47
$762K 0.57%
1,925
48
$757K 0.57%
2,762
49
$741K 0.56%
15,000
+1
50
$713K 0.54%
11,019
+5
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2
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