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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.4%
157
77
$557K 0.4%
955
78
$543K 0.39%
9,775
79
$533K 0.39%
656
80
$489K 0.36%
4,834
81
$487K 0.35%
3,830
-200
82
$484K 0.35%
18,964
83
$476K 0.35%
2,909
84
$469K 0.34%
5,127
85
$468K 0.34%
6,217
86
$466K 0.34%
976
87
$462K 0.33%
2,436
88
$461K 0.33%
7,970
89
$458K 0.33%
4,766
+3
90
$456K 0.33%
10,461
-500
91
$456K 0.33%
9,200
92
$443K 0.32%
2,229
+1
93
$441K 0.32%
5,433
94
$436K 0.32%
5,959
95
$431K 0.31%
4,085
96
$426K 0.31%
2,069
97
$424K 0.31%
1,629
+1
98
$423K 0.31%
1,674
99
$413K 0.3%
12,258
100
$408K 0.3%
6,638
-200
2 3
4
5 6