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
$105M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.92M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.45M

Top Sells

1
+$1.76M
2
+$1.65M
3
+$953K
4
PYPL icon
PayPal
PYPL
+$649K
5
RTX icon
RTX Corp
RTX
+$528K

Sector Composition

1 Healthcare 15.34%
2 Technology 14%
3 Consumer Staples 11.03%
4 Industrials 10.79%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.39%
1,900
-70
77
$404K 0.38%
18,781
-17,512
78
$401K 0.38%
4,672
-1,636
79
$391K 0.37%
4,325
-763
80
$378K 0.36%
2,862
-96
81
$374K 0.36%
6,011
-434
82
$372K 0.35%
5,060
-3,520
83
$371K 0.35%
12,706
-168
84
$366K 0.35%
650
-139
85
$358K 0.34%
+1,057
86
$355K 0.34%
5,756
-328
87
$355K 0.34%
3,053
-543
88
$348K 0.33%
1,460
-230
89
$344K 0.33%
+1,024
90
$343K 0.33%
4,335
-1,394
91
$338K 0.32%
+23,554
92
$332K 0.32%
5,249
93
$330K 0.31%
5,527
-1,130
94
$326K 0.31%
6,394
95
$324K 0.31%
2,170
-228
96
$324K 0.31%
10,830
-275
97
$315K 0.3%
1,573
-1,418
98
$308K 0.29%
12,788
-4,249
99
$305K 0.29%
7,970
-637
100
$294K 0.28%
1,325
-194
2 3
4
5 6