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
$114M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$54.7K
3
+$47.1K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.02K
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.71K

Top Sells

1
+$4.84M
2
+$277K
3
+$229K
4
LMT icon
Lockheed Martin
LMT
+$217K
5
CTRA icon
Coterra Energy
CTRA
+$147K

Sector Composition

1 Healthcare 16.1%
2 Technology 14.88%
3 Consumer Staples 10.99%
4 Industrials 10.24%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$613K 0.54%
5,448
52
$613K 0.54%
7,493
53
$596K 0.52%
6,923
54
$592K 0.52%
5,285
55
$588K 0.52%
3,962
56
$581K 0.51%
5,140
57
$581K 0.51%
14,535
+5
58
$580K 0.51%
1,900
59
$576K 0.51%
2,026
60
$565K 0.5%
3,582
61
$553K 0.49%
11,100
62
$537K 0.47%
20,569
-5,620
63
$533K 0.47%
7,499
64
$525K 0.46%
1,470
65
$520K 0.46%
8,433
+3
66
$516K 0.45%
3,483
67
$497K 0.44%
2,900
68
$494K 0.44%
5,140
69
$489K 0.43%
15,512
+5,100
70
$470K 0.41%
5,433
71
$462K 0.41%
20,060
72
$461K 0.41%
2,551
+1
73
$460K 0.41%
4,740
74
$439K 0.39%
5,726
75
$438K 0.39%
2,165
1 2
3
4 5