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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.51%
7,639
-1,020
52
$754K 0.51%
2,262
53
$753K 0.51%
5,448
54
$743K 0.5%
2,562
-200
55
$732K 0.49%
4,180
-120
56
$731K 0.49%
860
-525
57
$731K 0.49%
1,343
-126
58
$710K 0.48%
4,542
-1,500
59
$703K 0.48%
2,900
60
$699K 0.47%
15,912
61
$698K 0.47%
5,538
-348
62
$692K 0.47%
6,893
-400
63
$685K 0.46%
14,415
-166
64
$679K 0.46%
3,165
+1
65
$645K 0.44%
11,275
66
$641K 0.43%
1,460
67
$634K 0.43%
9,000
68
$617K 0.42%
19,640
-360
69
$614K 0.42%
7,970
70
$606K 0.41%
3,498
71
$589K 0.4%
10,962
+1
72
$587K 0.4%
3,962
73
$583K 0.39%
147
-10
74
$578K 0.39%
1,135
+680
75
$567K 0.38%
8,264
+5
1 2
3
4 5