AWM

Aberdeen Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 13.38%
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.3M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.1M
3
+$1.65M
4
MSFT icon
Microsoft
MSFT
+$698K
5
META icon
Meta Platforms (Facebook)
META
+$466K

Top Sells

1
+$6.39M
2
+$3.94M
3
+$1.74M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.62M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.31M

Sector Composition

1 Healthcare 19.02%
2 Technology 18.58%
3 Consumer Staples 12.91%
4 Industrials 11.93%
5 Financials 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
750
127
$1K ﹤0.01%
+11
128
$1K ﹤0.01%
+3,344
129
– –
-5,810
130
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-2,517
131
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-17,884
132
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-17
133
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-2,364
134
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-151,542
135
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-1,057
136
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-23,554
137
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-21,742
138
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-185
139
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-38,081
140
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-20
141
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-20,674
142
– –
-1,375
143
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-11,580
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