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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.6%
12,043
-330
52
$722K 0.57%
2,027
-179
53
$687K 0.55%
11,210
-457
54
$671K 0.53%
6,404
-945
55
$670K 0.53%
3,968
-48
56
$629K 0.5%
8,143
-193
57
$620K 0.49%
1,268
-131
58
$611K 0.49%
5,455
59
$601K 0.48%
4,655
-84
60
$594K 0.47%
5,740
-40
61
$583K 0.46%
1,470
-18,529
62
$581K 0.46%
3,692
-77
63
$579K 0.46%
2,378
-208
64
$564K 0.45%
2,544
-105
65
$541K 0.43%
3,500
-1,420
66
$541K 0.43%
8,562
-259
67
$531K 0.42%
10,830
68
$525K 0.42%
2,900
-20
69
$508K 0.4%
6,697
70
$508K 0.4%
4,651
-344
71
$504K 0.4%
1,776
-5
72
$503K 0.4%
2,170
73
$501K 0.4%
+7,925
74
$491K 0.39%
651
-41
75
$488K 0.39%
1,385
-73
1 2
3
4 5