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
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$155K
3
+$64.9K
4
AMZN icon
Amazon
AMZN
+$25.3K
5
GILD icon
Gilead Sciences
GILD
+$12.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
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