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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.54%
14,627
+5
52
$738K 0.54%
4,330
53
$732K 0.53%
4,085
54
$727K 0.53%
15,000
55
$724K 0.53%
5,140
56
$724K 0.53%
3,063
-99
57
$717K 0.52%
2,900
58
$698K 0.51%
+1,469
59
$690K 0.5%
3,498
-50
60
$669K 0.49%
4,440
61
$669K 0.49%
2,262
62
$667K 0.48%
13,275
-400
63
$662K 0.48%
5,448
64
$654K 0.47%
22,701
-291
65
$644K 0.47%
2,458
+1
66
$639K 0.46%
2,135
67
$637K 0.46%
2,807
-625
68
$622K 0.45%
7,393
69
$604K 0.44%
7,454
-796
70
$600K 0.44%
1,460
71
$582K 0.42%
14,912
-1,000
72
$570K 0.41%
9,000
73
$570K 0.41%
17,600
-2,400
74
$565K 0.41%
1,018
75
$564K 0.41%
3,962
1 2
3
4 5