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
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$155K
3
+$64.9K
4
AMZN icon
Amazon
AMZN
+$25.3K
5
GILD icon
Gilead Sciences
GILD
+$12.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.61%
5,140
+260
52
$492K 0.6%
4,178
53
$486K 0.59%
11,580
+3,705
54
$483K 0.59%
8,667
-150
55
$483K 0.59%
4,830
56
$469K 0.57%
8,060
-20
57
$465K 0.57%
4,303
58
$442K 0.54%
14,655
+200
59
$442K 0.54%
4,780
60
$431K 0.52%
5,393
61
$425K 0.52%
2,554
62
$413K 0.5%
18,756
-476
63
$402K 0.49%
1,658
64
$395K 0.48%
1,385
65
$383K 0.47%
7,128
-125
66
$375K 0.46%
12,899
67
$374K 0.45%
7,395
-500
68
$373K 0.45%
4,009
69
$372K 0.45%
2,619
+1
70
$368K 0.45%
12,220
71
$349K 0.42%
7,149
72
$347K 0.42%
11,930
73
$346K 0.42%
2,900
74
$341K 0.41%
11,360
75
$324K 0.39%
3,053
-27
1 2
3
4 5