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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375K 0.25%
3,282
102
$375K 0.25%
701
103
$372K 0.25%
995
104
$363K 0.25%
1,772
105
$361K 0.24%
1,375
106
$358K 0.24%
3,724
-250
107
$348K 0.24%
4,472
+3
108
$345K 0.23%
5,456
109
$345K 0.23%
1,531
+60
110
$336K 0.23%
9,437
-374
111
$336K 0.23%
4,234
-600
112
$335K 0.23%
5,725
113
$331K 0.22%
12,475
114
$326K 0.22%
+1,601
115
$308K 0.21%
1,442
116
$306K 0.21%
1,800
-200
117
$305K 0.21%
290
-10
118
$300K 0.2%
3,400
119
$299K 0.2%
1,032
+1
120
$293K 0.2%
2,704
121
$287K 0.19%
6,919
122
$281K 0.19%
3,818
-1,499
123
$280K 0.19%
7,665
124
$280K 0.19%
5,000
125
$279K 0.19%
2,350
+3
3 4
5
6 7