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
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$1.27M
3
+$679K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$524K
5
MCD icon
McDonald's
MCD
+$423K

Top Sells

1
+$221K
2
+$82.5K
3
+$77.8K
4
ADP icon
Automatic Data Processing
ADP
+$74.9K
5
V icon
Visa
V
+$70.9K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855K 0.5%
5,215
52
$840K 0.49%
9,300
+100
53
$829K 0.48%
2,262
54
$806K 0.47%
3,164
+101
55
$791K 0.46%
11,029
+305
56
$783K 0.46%
5,140
57
$776K 0.45%
2,900
58
$771K 0.45%
20,000
+2,400
59
$768K 0.45%
1,469
60
$764K 0.44%
2,135
61
$755K 0.44%
8,034
62
$754K 0.44%
4,330
63
$749K 0.44%
14,926
-74
64
$739K 0.43%
4,300
-140
65
$728K 0.42%
14,581
-46
66
$711K 0.41%
7,293
-100
67
$705K 0.41%
5,448
68
$702K 0.41%
3,962
69
$678K 0.39%
1,460
70
$677K 0.39%
9,000
71
$668K 0.39%
15,912
+1,000
72
$665K 0.39%
855
-100
73
$638K 0.37%
11,275
+1,500
74
$633K 0.37%
2,359
-99
75
$605K 0.35%
8,259
+805
1 2
3
4 5