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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.28%
2,659
+20
102
$386K 0.28%
1,627
103
$376K 0.27%
10,133
104
$368K 0.27%
2,111
105
$354K 0.26%
3,974
106
$352K 0.25%
12,258
107
$343K 0.25%
2,069
108
$340K 0.25%
3,282
109
$336K 0.24%
701
110
$325K 0.23%
5,701
111
$310K 0.22%
5,462
+51
112
$302K 0.22%
3,443
-455
113
$299K 0.22%
5,725
114
$299K 0.22%
1,442
+10
115
$298K 0.22%
3,600
116
$297K 0.21%
6,295
+1
117
$289K 0.21%
2,090
+15
118
$285K 0.21%
1,772
119
$284K 0.21%
4,092
+4
120
$283K 0.2%
1,470
121
$281K 0.2%
2,315
122
$276K 0.2%
2,000
123
$265K 0.19%
5,000
124
$262K 0.19%
5,785
125
$262K 0.19%
2,339
+3
3 4
5
6 7