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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.37%
1,018
-50
77
$490K 0.35%
10,961
+1
78
$488K 0.35%
4,030
79
$484K 0.35%
4,191
+4
80
$481K 0.35%
7,519
+20
81
$480K 0.35%
18,964
82
$472K 0.34%
4,760
+2
83
$470K 0.34%
14,050
+75
84
$461K 0.33%
4,834
85
$458K 0.33%
2,436
86
$457K 0.33%
5,433
87
$456K 0.33%
6,838
+15
88
$453K 0.33%
655
+1
89
$451K 0.33%
6,217
90
$448K 0.32%
955
91
$442K 0.32%
5,959
+35
92
$439K 0.32%
5,726
93
$435K 0.31%
976
94
$434K 0.31%
2,228
95
$431K 0.31%
7,970
96
$427K 0.31%
1,724
97
$424K 0.31%
157
98
$403K 0.29%
994
99
$389K 0.28%
2,909
+25
100
$389K 0.28%
9,200
2 3
4
5 6