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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$9.76M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.41%
2 Technology 10.52%
3 Consumer Staples 8.97%
4 Industrials 8.89%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.18%
+4,007
127
$234K 0.17%
+3,597
128
$230K 0.17%
+1,325
129
$230K 0.17%
+4,838
130
$221K 0.16%
+3,600
131
$215K 0.16%
+3,500
132
$205K 0.15%
+12,300
133
$201K 0.15%
+1,309
134
$198K 0.15%
+2,364
135
$153K 0.11%
+800
136
$89K 0.07%
+955
137
$86K 0.06%
+520
138
$84K 0.06%
+700
139
$61K 0.05%
+1,375
140
$57K 0.04%
+231
141
$31K 0.02%
+400
142
$27K 0.02%
+200
143
$26K 0.02%
+580
144
$24K 0.02%
+81
145
$20K 0.01%
+625
146
$19K 0.01%
+400
147
$13K 0.01%
+75
148
$11K 0.01%
+250
149
$11K 0.01%
+105
150
$10K 0.01%
+185
3 4 5
6
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