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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.99%
4,413
-24
27
$1.44M 0.97%
13,850
+2
28
$1.44M 0.97%
5,590
+35
29
$1.39M 0.94%
4,457
-375
30
$1.39M 0.94%
8,401
-2,092
31
$1.34M 0.91%
8,154
+2
32
$1.3M 0.88%
5,730
33
$1.28M 0.87%
9,371
-407
34
$1.13M 0.77%
17,773
+4
35
$1.13M 0.76%
1,900
36
$1.13M 0.76%
4,417
-100
37
$1.12M 0.76%
14,280
+701
38
$1.09M 0.73%
5,615
+485
39
$1.08M 0.73%
7,396
40
$944K 0.64%
10,355
41
$943K 0.64%
5,140
42
$871K 0.59%
4,085
43
$860K 0.58%
5,215
44
$842K 0.57%
4,330
45
$830K 0.56%
24,800
46
$794K 0.54%
1,800
47
$794K 0.54%
10,234
-795
48
$793K 0.54%
14,426
-500
49
$779K 0.53%
3,132
-275
50
$774K 0.52%
855
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2
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