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
$133M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375K 0.28%
976
102
$373K 0.28%
1,020
103
$369K 0.28%
7,970
104
$365K 0.28%
2,228
105
$338K 0.26%
1,628
+1
106
$336K 0.25%
2,639
107
$328K 0.25%
2,221
108
$316K 0.24%
157
109
$312K 0.24%
6,294
110
$311K 0.23%
3,974
111
$310K 0.23%
701
112
$307K 0.23%
1,432
113
$303K 0.23%
6,000
114
$299K 0.23%
1,724
115
$298K 0.23%
5,701
116
$294K 0.22%
2,194
117
$281K 0.21%
7,138
118
$280K 0.21%
3,600
119
$277K 0.21%
5,725
120
$277K 0.21%
1,670
121
$275K 0.21%
12,475
122
$270K 0.2%
2,334
+3
123
$268K 0.2%
+23,554
124
$264K 0.2%
5,785
125
$261K 0.2%
+4,992
3 4
5
6 7