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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.26%
701
102
$378K 0.25%
1,375
103
$377K 0.25%
3,624
-100
104
$369K 0.24%
1,800
105
$367K 0.24%
9,044
-393
106
$364K 0.24%
4,234
107
$357K 0.23%
5,725
108
$346K 0.23%
3,282
109
$345K 0.23%
1,531
110
$341K 0.22%
+10,582
111
$333K 0.22%
6,437
-482
112
$330K 0.22%
4,100
-200
113
$328K 0.22%
7,665
114
$324K 0.21%
4,901
115
$323K 0.21%
3,714
+4
116
$314K 0.21%
2,645
-232
117
$312K 0.21%
152
118
$310K 0.2%
5,000
119
$298K 0.2%
1,442
120
$297K 0.2%
6,298
+1
121
$295K 0.19%
5,785
122
$294K 0.19%
280
-10
123
$292K 0.19%
2,704
124
$289K 0.19%
958
-74
125
$289K 0.19%
3,000
-400
3 4
5
6 7