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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.76M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.41%
2 Technology 10.52%
3 Consumer Staples 8.97%
4 Industrials 8.89%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$439K 0.33%
+7,875
77
$435K 0.32%
+212
78
$433K 0.32%
+1,658
79
$428K 0.32%
+7,700
80
$419K 0.31%
+14,455
81
$416K 0.31%
+5,299
82
$416K 0.31%
+2,862
83
$412K 0.31%
+1,097
84
$411K 0.31%
+7,149
85
$410K 0.31%
+11,360
86
$407K 0.3%
+1,385
87
$406K 0.3%
+2,900
88
$396K 0.3%
+6,679
89
$395K 0.29%
+3,080
90
$385K 0.29%
+4,374
91
$379K 0.28%
+8,377
92
$378K 0.28%
+2,012
93
$377K 0.28%
+2,682
94
$376K 0.28%
+6,444
95
$375K 0.28%
+4,321
96
$355K 0.26%
+19,200
97
$354K 0.26%
+12,220
98
$352K 0.26%
+5,240
99
$349K 0.26%
+4,475
100
$339K 0.25%
+23,554
2 3
4
5 6