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
$105M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.92M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.45M

Top Sells

1
+$1.76M
2
+$1.65M
3
+$953K
4
PYPL icon
PayPal
PYPL
+$649K
5
RTX icon
RTX Corp
RTX
+$528K

Sector Composition

1 Healthcare 15.34%
2 Technology 14%
3 Consumer Staples 11.03%
4 Industrials 10.79%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.58%
+11,580
52
$597K 0.57%
15,163
-4,353
53
$591K 0.56%
17,230
-1,246
54
$584K 0.56%
11,210
-1,236
55
$546K 0.52%
1,388
-720
56
$538K 0.51%
3,968
-60
57
$527K 0.5%
14,655
58
$527K 0.5%
4,655
-151
59
$524K 0.5%
+1,564
60
$520K 0.5%
8,617
-1,113
61
$517K 0.49%
2,479
-247
62
$499K 0.48%
6,934
-1,295
63
$495K 0.47%
7,836
-852
64
$492K 0.47%
1,385
-184
65
$491K 0.47%
2,542
-152
66
$458K 0.44%
7,421
-685
67
$455K 0.43%
2,900
-60
68
$451K 0.43%
1,794
-75
69
$441K 0.42%
5,393
70
$436K 0.42%
5,240
-1,632
71
$429K 0.41%
7,109
72
$426K 0.41%
+6,697
73
$421K 0.4%
18,660
-528
74
$418K 0.4%
12,050
-1,808
75
$408K 0.39%
6,861
-4,849
1 2
3
4 5