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
$133M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.36%
5,726
77
$476K 0.36%
1,460
78
$473K 0.36%
20,000
-60
79
$464K 0.35%
4,182
+5
80
$463K 0.35%
654
+1
81
$456K 0.34%
5,140
82
$455K 0.34%
10,960
83
$453K 0.34%
5,924
84
$450K 0.34%
5,410
+1
85
$444K 0.33%
1,088
86
$432K 0.33%
5,140
87
$426K 0.32%
994
-131
88
$420K 0.32%
7,925
89
$419K 0.32%
4,030
90
$416K 0.31%
2,315
91
$408K 0.31%
6,217
-200
92
$407K 0.31%
3,447
93
$406K 0.31%
2,884
94
$406K 0.31%
12,258
95
$403K 0.3%
2,436
96
$396K 0.3%
10,133
-250
97
$395K 0.3%
4,834
98
$391K 0.29%
14,775
99
$389K 0.29%
8,916
+2,946
100
$376K 0.28%
4,600
2 3
4
5 6