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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$852K 0.56%
2,900
52
$840K 0.55%
4,080
-100
53
$829K 0.55%
1,678
-122
54
$811K 0.53%
6,693
-200
55
$775K 0.51%
5,448
56
$771K 0.51%
1,343
57
$770K 0.51%
14,477
+62
58
$762K 0.5%
860
59
$762K 0.5%
3,066
-99
60
$758K 0.5%
7,880
+241
61
$749K 0.49%
5,338
-200
62
$741K 0.49%
14,912
-1,000
63
$697K 0.46%
3,566
+68
64
$696K 0.46%
1,460
65
$691K 0.45%
9,000
66
$687K 0.45%
776
-79
67
$681K 0.45%
10,462
-500
68
$668K 0.44%
7,970
69
$655K 0.43%
18,340
-1,300
70
$634K 0.42%
2,532
-600
71
$632K 0.42%
2,859
-100
72
$630K 0.41%
2,405
+85
73
$626K 0.41%
2,192
+12
74
$624K 0.41%
4,239
-303
75
$622K 0.41%
7,424
-840
1 2
3
4 5