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
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$1.27M
3
+$679K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$524K
5
MCD icon
McDonald's
MCD
+$423K

Top Sells

1
+$221K
2
+$82.5K
3
+$77.8K
4
ADP icon
Automatic Data Processing
ADP
+$74.9K
5
V icon
Visa
V
+$70.9K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.35%
13,675
+400
77
$592K 0.34%
3,498
78
$582K 0.34%
20,975
-1,726
79
$579K 0.34%
10,961
+500
80
$570K 0.33%
157
81
$556K 0.32%
2,909
82
$555K 0.32%
4,205
+2,273
83
$547K 0.32%
656
84
$546K 0.32%
7,970
85
$544K 0.32%
1,008
-10
86
$529K 0.31%
18,964
87
$513K 0.3%
976
88
$502K 0.29%
2,436
89
$496K 0.29%
6,217
90
$494K 0.29%
3,935
-150
91
$492K 0.29%
2,110
+20
92
$490K 0.29%
4,030
+200
93
$485K 0.28%
1,674
94
$484K 0.28%
5,959
95
$481K 0.28%
2,111
96
$477K 0.28%
3,404
97
$469K 0.27%
4,834
98
$468K 0.27%
5,433
99
$465K 0.27%
12,258
100
$458K 0.27%
6,838
+200
2 3
4
5 6