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
$93.3M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.1M
3
+$1.65M
4
MSFT icon
Microsoft
MSFT
+$698K
5
META icon
Meta Platforms (Facebook)
META
+$466K

Top Sells

1
+$6.39M
2
+$3.94M
3
+$1.74M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.62M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.31M

Sector Composition

1 Healthcare 19.02%
2 Technology 18.58%
3 Consumer Staples 12.91%
4 Industrials 11.93%
5 Financials 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.44%
3,596
+543
77
$411K 0.44%
19,188
-12
78
$405K 0.43%
17,037
+4,256
79
$392K 0.42%
12,874
-25
80
$387K 0.41%
5,088
+613
81
$384K 0.41%
1,970
+70
82
$382K 0.41%
5,249
-50
83
$379K 0.41%
7,109
-40
84
$375K 0.4%
6,084
+28
85
$368K 0.39%
6,657
+594
86
$358K 0.38%
1,690
+205
87
$352K 0.38%
6,445
+434
88
$348K 0.37%
+3,344
89
$343K 0.37%
2,958
+96
90
$322K 0.35%
202
-10
91
$308K 0.33%
1,403
+93
92
$307K 0.33%
6,394
-50
93
$307K 0.33%
2,861
+425
94
$303K 0.32%
2,398
+229
95
$302K 0.32%
8,607
+230
96
$277K 0.3%
2,194
97
$277K 0.3%
+1,900
98
$272K 0.29%
2,162
-520
99
$270K 0.29%
6,879
+404
100
$269K 0.29%
1,858
+326
2 3
4
5 6