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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1%
8,151
+1
27
$1.37M 0.99%
5,655
28
$1.37M 0.99%
7,151
-3,301
29
$1.36M 0.99%
12,361
-1,498
30
$1.24M 0.9%
5,030
-700
31
$1.19M 0.86%
3,962
-511
32
$1.17M 0.85%
22,227
-2,100
33
$1.12M 0.81%
10,830
34
$1.12M 0.81%
13,579
35
$1.01M 0.73%
17,169
-591
36
$1.01M 0.73%
7,396
37
$978K 0.71%
1,900
38
$914K 0.66%
1,385
39
$909K 0.66%
2,762
40
$895K 0.65%
3,017
-1,500
41
$872K 0.63%
8,034
42
$870K 0.63%
25,100
43
$868K 0.63%
10,355
+200
44
$856K 0.62%
5,742
-300
45
$828K 0.6%
5,686
-197
46
$810K 0.59%
1,900
-25
47
$797K 0.58%
5,215
+30
48
$782K 0.57%
8,659
49
$752K 0.55%
10,724
-295
50
$749K 0.54%
4,930
-405
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