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
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$1.27M
3
+$679K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$524K
5
MCD icon
McDonald's
MCD
+$423K

Top Sells

1
+$221K
2
+$82.5K
3
+$77.8K
4
ADP icon
Automatic Data Processing
ADP
+$74.9K
5
V icon
Visa
V
+$70.9K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.92%
13,848
+1,487
27
$1.51M 0.88%
5,555
-100
28
$1.46M 0.85%
24,330
+2,103
29
$1.45M 0.85%
9,778
+278
30
$1.43M 0.83%
8,152
+1
31
$1.41M 0.82%
5,730
+700
32
$1.41M 0.82%
14,540
+800
33
$1.39M 0.81%
10,830
34
$1.37M 0.8%
4,832
35
$1.27M 0.74%
4,517
+1,500
36
$1.18M 0.69%
13,579
37
$1.09M 0.64%
7,396
38
$1.09M 0.63%
17,769
+600
39
$1.09M 0.63%
1,900
40
$1.06M 0.62%
8,659
41
$1.01M 0.59%
1,385
42
$978K 0.57%
10,355
43
$953K 0.55%
6,042
+300
44
$951K 0.55%
2,762
45
$930K 0.54%
3,407
+600
46
$925K 0.54%
5,130
+200
47
$919K 0.54%
24,800
-300
48
$875K 0.51%
5,886
+200
49
$871K 0.51%
4,085
50
$867K 0.5%
1,800
-100
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