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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.39%
7,558
-183
77
$476K 0.38%
14,625
78
$474K 0.38%
12,258
-286
79
$471K 0.37%
1,900
-5
80
$467K 0.37%
6,000
81
$466K 0.37%
4,325
82
$464K 0.37%
18,460
-362
83
$464K 0.37%
5,149
84
$464K 0.37%
5,889
-204
85
$462K 0.37%
12,706
86
$458K 0.36%
1,225
-100
87
$457K 0.36%
5,393
-186
88
$457K 0.36%
959
+80
89
$447K 0.36%
5,240
90
$445K 0.35%
2,862
-42
91
$434K 0.35%
3,315
+175
92
$427K 0.34%
18,676
-403
93
$409K 0.33%
1,460
-12
94
$407K 0.32%
1,024
95
$406K 0.32%
12,050
96
$399K 0.32%
6,861
-765
97
$393K 0.31%
6,004
-176
98
$388K 0.31%
5,529
-615
99
$382K 0.3%
3,001
100
$377K 0.3%
162
-4
2 3
4
5 6