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
$105M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.92M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.45M

Top Sells

1
+$1.76M
2
+$1.65M
3
+$953K
4
PYPL icon
PayPal
PYPL
+$649K
5
RTX icon
RTX Corp
RTX
+$528K

Sector Composition

1 Healthcare 15.34%
2 Technology 14%
3 Consumer Staples 11.03%
4 Industrials 10.79%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.28%
6,000
-50
102
$290K 0.28%
2,194
103
$279K 0.27%
2,436
-425
104
$277K 0.26%
162
-40
105
$277K 0.26%
9,000
-480
106
$276K 0.26%
1,311
-92
107
$266K 0.25%
12,300
108
$266K 0.25%
2,012
-150
109
$252K 0.24%
1,532
-326
110
$251K 0.24%
4,024
-260
111
$248K 0.24%
2,476
112
$238K 0.23%
6,150
-729
113
$237K 0.23%
3,500
-695
114
$229K 0.22%
3,600
115
$227K 0.22%
16,800
-9,040
116
$225K 0.21%
6,280
-841
117
$215K 0.2%
+5,810
118
$206K 0.2%
+2,906
119
$206K 0.2%
3,040
120
$189K 0.18%
6,083
-1,607
121
$166K 0.16%
+2,364
122
$106K 0.1%
+710
123
$73K 0.07%
+537
124
$59K 0.06%
+1,375
125
$26K 0.02%
+580
3 4
5
6 7