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
$103M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$385K
3
+$240K
4
EIX icon
Edison International
EIX
+$214K
5
CVS icon
CVS Health
CVS
+$206K

Top Sells

1
+$1.79M
2
+$489K
3
+$369K
4
IAU icon
iShares Gold Trust
IAU
+$318K
5
SLV icon
iShares Silver Trust
SLV
+$310K

Sector Composition

1 Healthcare 18.88%
2 Technology 18.65%
3 Industrials 15.36%
4 Consumer Staples 12.82%
5 Financials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.68%
2,027
52
$691K 0.67%
8,043
-100
53
$689K 0.67%
3,550
-142
54
$672K 0.65%
5,040
55
$650K 0.63%
6,404
56
$639K 0.62%
4,280
-375
57
$622K 0.6%
1,385
58
$613K 0.59%
3,622
-346
59
$600K 0.58%
5,305
-150
60
$579K 0.56%
2,195
-183
61
$574K 0.56%
11,950
-100
62
$569K 0.55%
1,900
63
$546K 0.53%
651
64
$545K 0.53%
10,455
-375
65
$544K 0.53%
7,784
+223
66
$526K 0.51%
2,546
+1
67
$520K 0.5%
12,258
68
$519K 0.5%
4,705
-123
69
$509K 0.49%
4,270
-55
70
$494K 0.48%
6,000
71
$476K 0.46%
18,460
72
$466K 0.45%
7,879
-683
73
$462K 0.45%
5,889
74
$461K 0.45%
4,840
-400
75
$458K 0.44%
11,503
-1,203
1 2
3
4 5