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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.36%
4,105
-165
77
$551K 0.36%
4,707
+2
78
$545K 0.36%
12,258
79
$525K 0.34%
4,740
-100
80
$523K 0.34%
6,000
81
$506K 0.33%
1,460
82
$498K 0.32%
+7,925
83
$498K 0.32%
+26,189
84
$493K 0.32%
7,899
+20
85
$485K 0.32%
6,201
86
$483K 0.32%
5,433
87
$477K 0.31%
+999
88
$468K 0.31%
2,266
+66
89
$465K 0.3%
5,924
+35
90
$448K 0.29%
11,473
-30
91
$446K 0.29%
1,724
-27
92
$440K 0.29%
5,231
+251
93
$424K 0.28%
9,000
94
$423K 0.28%
2,436
95
$406K 0.26%
4,834
-25
96
$404K 0.26%
2,297
97
$401K 0.26%
2,194
98
$401K 0.26%
4,600
99
$386K 0.25%
1,125
100
$384K 0.25%
2,870
-131
2 3
4
5 6