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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.25%
157
102
$376K 0.25%
+726
103
$371K 0.24%
7,138
+217
104
$363K 0.24%
2,221
-45
105
$354K 0.23%
8,130
106
$352K 0.23%
1,626
+1
107
$346K 0.23%
3,974
108
$339K 0.22%
7,970
109
$335K 0.22%
2,718
+10
110
$334K 0.22%
5,954
+4
111
$328K 0.21%
1,772
-215
112
$326K 0.21%
3,600
113
$324K 0.21%
+5,725
114
$324K 0.21%
2,375
+1
115
$320K 0.21%
950
+15
116
$319K 0.21%
4,162
-195
117
$307K 0.2%
16,506
-1,733
118
$299K 0.2%
1,432
119
$282K 0.18%
1,020
120
$274K 0.18%
5,785
-65
121
$271K 0.18%
+9,200
122
$269K 0.18%
403
+30
123
$267K 0.17%
+2,330
124
$266K 0.17%
3,903
+51
125
$261K 0.17%
2,000
3 4
5
6 7