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
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$1.27M
3
+$679K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$524K
5
MCD icon
McDonald's
MCD
+$423K

Top Sells

1
+$221K
2
+$82.5K
3
+$77.8K
4
ADP icon
Automatic Data Processing
ADP
+$74.9K
5
V icon
Visa
V
+$70.9K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$446K 0.26%
1,772
+300
102
$441K 0.26%
2,229
103
$424K 0.25%
2,069
104
$418K 0.24%
3,282
105
$409K 0.24%
995
+1
106
$408K 0.24%
4,469
-297
107
$396K 0.23%
4,463
-664
108
$394K 0.23%
3,974
109
$390K 0.23%
701
110
$385K 0.22%
5,317
-148
111
$384K 0.22%
1,375
-254
112
$382K 0.22%
5,456
-270
113
$375K 0.22%
6,919
114
$367K 0.21%
2,000
115
$357K 0.21%
1,471
116
$357K 0.21%
2,704
117
$355K 0.21%
9,811
+292
118
$348K 0.2%
5,725
119
$336K 0.2%
5,501
120
$322K 0.19%
5,000
121
$316K 0.18%
3,400
-200
122
$296K 0.17%
1,442
123
$291K 0.17%
1,031
+1
124
$290K 0.17%
4,106
+5
125
$289K 0.17%
300
3 4
5
6 7