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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.53%
8,659
52
$693K 0.52%
3,432
-150
53
$691K 0.52%
5,185
54
$689K 0.52%
4,330
55
$678K 0.51%
5,335
56
$678K 0.51%
5,140
57
$658K 0.5%
+5,448
58
$623K 0.47%
3,162
+1
59
$623K 0.47%
4,085
60
$618K 0.47%
8,250
+4
61
$617K 0.47%
2,262
-70
62
$617K 0.47%
3,548
63
$583K 0.44%
2,135
64
$566K 0.43%
2,457
+2
65
$557K 0.42%
15,912
66
$546K 0.41%
20,000
67
$545K 0.41%
9,000
68
$544K 0.41%
1,460
69
$534K 0.4%
4,440
-200
70
$532K 0.4%
7,393
71
$531K 0.4%
2,900
72
$521K 0.39%
9,775
73
$513K 0.39%
18,964
74
$513K 0.39%
955
75
$486K 0.37%
13,675
-375
1 2
3
4 5