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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.76M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.41%
2 Technology 10.52%
3 Consumer Staples 8.97%
4 Industrials 8.89%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.51%
+3,553
52
$658K 0.49%
+27,300
53
$643K 0.48%
+1,988
54
$627K 0.47%
+5,655
55
$620K 0.46%
+4,830
56
$620K 0.46%
+4,303
57
$618K 0.46%
+6,594
58
$568K 0.42%
+19,232
59
$566K 0.42%
+8,817
60
$553K 0.41%
+4,178
61
$545K 0.41%
+4,780
62
$540K 0.4%
+8,080
63
$536K 0.4%
+1,666
64
$536K 0.4%
+2,554
65
$514K 0.38%
+6,011
66
$514K 0.38%
+4,009
67
$513K 0.38%
+12,899
68
$510K 0.38%
+5,393
69
$498K 0.37%
+7,663
70
$470K 0.35%
+2,618
71
$465K 0.35%
+6,697
72
$451K 0.34%
+4,880
73
$451K 0.34%
+7,895
74
$450K 0.34%
+12,776
75
$445K 0.33%
+7,253
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3
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