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
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$155K
3
+$64.9K
4
AMZN icon
Amazon
AMZN
+$25.3K
5
GILD icon
Gilead Sciences
GILD
+$12.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.39%
2,002
-10
77
$322K 0.39%
2,682
78
$320K 0.39%
6,056
79
$319K 0.39%
23,554
80
$318K 0.39%
4,325
+4
81
$304K 0.37%
7,690
-10
82
$300K 0.36%
19,200
83
$299K 0.36%
4,475
84
$293K 0.36%
6,063
+1
85
$291K 0.35%
5,299
86
$286K 0.35%
649
+1
87
$285K 0.35%
212
88
$285K 0.35%
4,342
-32
89
$281K 0.34%
2,862
90
$278K 0.34%
1,057
-40
91
$274K 0.33%
6,011
92
$273K 0.33%
6,444
93
$273K 0.33%
8,377
94
$271K 0.33%
12,781
+5
95
$257K 0.31%
1,485
96
$254K 0.31%
2,517
-10
97
$252K 0.31%
2,169
-39
98
$251K 0.31%
1,895
99
$250K 0.3%
6,475
100
$245K 0.3%
1,900
2 3
4
5 6