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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$756K 0.55%
14,618
+74
52
$746K 0.54%
1,385
53
$736K 0.53%
2,762
54
$725K 0.52%
8,666
+3
55
$724K 0.52%
7,393
-100
56
$717K 0.52%
3,161
+1
57
$708K 0.51%
4,085
+60
58
$695K 0.5%
5,335
-5
59
$682K 0.49%
2,900
60
$652K 0.47%
+1,470
61
$651K 0.47%
2,135
+20
62
$651K 0.47%
5,185
63
$635K 0.46%
8,246
+5
64
$622K 0.45%
5,140
65
$614K 0.44%
2,455
-379
66
$611K 0.44%
3,548
+65
67
$590K 0.43%
20,000
68
$579K 0.42%
15,912
69
$577K 0.42%
4,640
-100
70
$574K 0.41%
2,332
+66
71
$573K 0.41%
9,000
72
$556K 0.4%
1,460
73
$537K 0.39%
9,775
74
$523K 0.38%
4,390
-210
75
$523K 0.38%
3,962
1 2
3
4 5