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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$484K 0.36%
157
77
$483K 0.36%
10,961
78
$474K 0.36%
4,834
79
$464K 0.35%
2,436
80
$462K 0.35%
4,030
81
$445K 0.34%
1,018
82
$443K 0.33%
1,674
-50
83
$438K 0.33%
3,962
84
$435K 0.33%
4,763
+3
85
$433K 0.33%
4,085
-305
86
$432K 0.33%
4,195
+4
87
$431K 0.32%
7,419
-100
88
$428K 0.32%
6,217
89
$424K 0.32%
656
+1
90
$421K 0.32%
7,970
91
$419K 0.32%
976
92
$409K 0.31%
5,433
93
$408K 0.31%
2,909
94
$401K 0.3%
5,127
-3,539
95
$400K 0.3%
9,200
96
$400K 0.3%
6,838
97
$394K 0.3%
5,959
98
$393K 0.3%
3,282
99
$390K 0.29%
2,228
100
$375K 0.28%
994
2 3
4
5 6