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
$133M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$740K 0.56%
5,448
52
$715K 0.54%
4,330
-200
53
$707K 0.53%
8,237
-196
54
$705K 0.53%
2,027
+1
55
$693K 0.52%
6,985
+2,410
56
$693K 0.52%
14,539
+4
57
$667K 0.5%
5,285
58
$632K 0.48%
1,385
59
$631K 0.48%
4,025
60
$627K 0.47%
3,582
61
$607K 0.46%
1,900
62
$590K 0.45%
3,962
63
$564K 0.43%
2,900
64
$562K 0.42%
2,553
+2
65
$562K 0.42%
1,470
66
$543K 0.41%
2,266
67
$540K 0.41%
7,499
68
$537K 0.4%
15,512
69
$535K 0.4%
4,740
70
$529K 0.4%
2,165
71
$516K 0.39%
5,433
72
$510K 0.39%
3,483
73
$506K 0.38%
9,000
74
$505K 0.38%
20,569
75
$486K 0.37%
6,823
-100
1 2
3
4 5