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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$560K 0.38%
1,645
-490
77
$555K 0.38%
19,826
-1,149
78
$550K 0.37%
2,320
-39
79
$547K 0.37%
2,180
+70
80
$526K 0.36%
6,985
-1,049
81
$515K 0.35%
3,645
-290
82
$513K 0.35%
2,436
83
$512K 0.35%
2,959
+50
84
$510K 0.34%
4,118
-87
85
$502K 0.34%
1,674
86
$492K 0.33%
18,463
-501
87
$491K 0.33%
1,008
88
$489K 0.33%
2,111
89
$488K 0.33%
12,258
90
$487K 0.33%
6,217
91
$482K 0.33%
612
-44
92
$477K 0.32%
5,433
93
$459K 0.31%
3,680
-350
94
$432K 0.29%
2,717
-687
95
$425K 0.29%
5,959
96
$419K 0.28%
13,525
-150
97
$408K 0.28%
1,788
-441
98
$408K 0.28%
2,069
99
$399K 0.27%
6,878
+40
100
$381K 0.26%
3,732
-731
2 3
4
5 6