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
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$231K
3
+$42K
4
FAST icon
Fastenal
FAST
+$40K
5
GILD icon
Gilead Sciences
GILD
+$20.3K

Top Sells

1
+$1.64M
2
+$791K
3
+$251K
4
META icon
Meta Platforms (Facebook)
META
+$211K
5
EMR icon
Emerson Electric
EMR
+$210K

Sector Composition

1 Healthcare 15.83%
2 Technology 13.93%
3 Industrials 10.51%
4 Consumer Staples 10.5%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$443K 0.35%
4,740
77
$439K 0.35%
7,925
78
$439K 0.35%
10,383
-1,090
79
$432K 0.34%
5,726
80
$431K 0.34%
2,165
81
$420K 0.33%
1,460
82
$407K 0.32%
6,517
83
$407K 0.32%
2,884
-1
84
$405K 0.32%
2,266
85
$398K 0.32%
653
+1
86
$393K 0.31%
4,030
-75
87
$391K 0.31%
1,724
88
$382K 0.3%
1,088
89
$382K 0.3%
12,258
90
$380K 0.3%
4,173
+5
91
$379K 0.3%
9,000
92
$378K 0.3%
2,436
93
$370K 0.29%
976
-23
94
$363K 0.29%
4,834
95
$362K 0.29%
7,138
96
$357K 0.28%
10,412
+400
97
$349K 0.28%
6,000
98
$342K 0.27%
4,472
-237
99
$342K 0.27%
5,408
+1
100
$337K 0.27%
1,125
2 3
4
5 6