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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$849K 0.55%
2,900
52
$796K 0.52%
14,798
+373
53
$791K 0.52%
11,536
-296
54
$786K 0.51%
1,385
55
$779K 0.51%
5,448
-44
56
$760K 0.5%
6,479
+75
57
$744K 0.49%
5,140
+100
58
$744K 0.49%
3,582
-40
59
$729K 0.48%
10,960
-100
60
$729K 0.48%
14,165
+75
61
$728K 0.47%
2,027
62
$716K 0.47%
1,088
-50
63
$709K 0.46%
4,250
-30
64
$700K 0.46%
1,900
65
$692K 0.45%
8,043
66
$655K 0.43%
11,700
-250
67
$629K 0.41%
2,547
+1
68
$623K 0.41%
+7,920
69
$616K 0.4%
5,285
-20
70
$597K 0.39%
652
+1
71
$591K 0.39%
18,460
72
$588K 0.38%
2,315
73
$579K 0.38%
2,165
-30
74
$576K 0.38%
7,937
+153
75
$566K 0.37%
10,205
-250
1 2
3
4 5