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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.28%
1,628
+1
102
$370K 0.28%
2,069
103
$366K 0.28%
5,726
104
$336K 0.25%
12,258
105
$332K 0.25%
9,912
-221
106
$320K 0.24%
701
107
$319K 0.24%
3,974
108
$319K 0.24%
1,772
109
$315K 0.24%
2,111
110
$312K 0.24%
2,000
111
$311K 0.23%
5,501
-200
112
$304K 0.23%
3,443
113
$300K 0.23%
2,090
114
$300K 0.23%
5,464
+2
115
$298K 0.22%
2,659
116
$286K 0.22%
5,725
117
$283K 0.21%
3,600
118
$270K 0.2%
2,342
+3
119
$269K 0.2%
5,000
120
$266K 0.2%
1,442
121
$265K 0.2%
1,470
122
$259K 0.2%
4,096
+4
123
$256K 0.19%
6,295
124
$254K 0.19%
12,475
125
$247K 0.19%
300
3 4
5
6 7