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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.94%
8,256
-145
27
$1.41M 0.93%
12,352
-1,498
28
$1.41M 0.92%
8,269
+115
29
$1.39M 0.91%
10,688
-2,105
30
$1.35M 0.89%
3,902
-511
31
$1.26M 0.83%
5,117
-613
32
$1.25M 0.82%
17,348
-425
33
$1.24M 0.81%
9,074
-297
34
$1.19M 0.78%
9,980
-850
35
$1.18M 0.78%
13,129
-1,151
36
$1.14M 0.75%
7,396
37
$1.04M 0.68%
16,575
+5,300
38
$1.01M 0.66%
5,415
-200
39
$1.01M 0.66%
5,215
40
$962K 0.63%
1,900
41
$937K 0.62%
14,427
+1
42
$922K 0.61%
2,562
43
$902K 0.59%
5,396
+256
44
$896K 0.59%
9,938
-296
45
$892K 0.59%
10,155
-200
46
$873K 0.57%
2,232
-30
47
$873K 0.57%
2,867
-1,550
48
$863K 0.57%
4,180
-150
49
$857K 0.56%
4,130
+45
50
$856K 0.56%
24,800
1
2
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