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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.29%
6,394
102
$353K 0.28%
5,756
-60
103
$349K 0.28%
2,466
-10
104
$349K 0.28%
23,554
105
$348K 0.28%
6,291
-57
106
$336K 0.27%
2,194
107
$333K 0.26%
1,574
-334
108
$331K 0.26%
5,079
-148
109
$328K 0.26%
5,525
110
$320K 0.25%
4,345
-466
111
$320K 0.25%
3,500
112
$315K 0.25%
6,150
-235
113
$314K 0.25%
2,012
114
$311K 0.25%
1,432
-217
115
$310K 0.25%
8,290
116
$308K 0.24%
7,970
-451
117
$304K 0.24%
9,000
118
$298K 0.24%
5,725
-85
119
$297K 0.24%
2,436
120
$291K 0.23%
12,800
+500
121
$284K 0.23%
3,600
122
$275K 0.22%
4,024
123
$260K 0.21%
1,433
+1
124
$253K 0.2%
2,330
-34
125
$251K 0.2%
6,294
3 4
5
6 7