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
$133M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$1.42M
3
+$1.26M
4
TGT icon
Target
TGT
+$706K
5
RTX icon
RTX Corp
RTX
+$596K

Top Sells

1
+$429K
2
+$74.7K
3
+$33K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$32.5K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$29.9K

Sector Composition

1 Healthcare 13.94%
2 Technology 13.45%
3 Consumer Staples 10.25%
4 Industrials 10.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.18%
+2,492
127
$229K 0.17%
+8,290
128
$227K 0.17%
+646
129
$224K 0.17%
+6,294
130
$217K 0.16%
2,364
131
$213K 0.16%
+1,432
132
$212K 0.16%
16,240
-560
133
$207K 0.16%
+5,525
134
$201K 0.15%
+1,193
135
$166K 0.13%
+7,761
136
$139K 0.1%
710
137
$83K 0.06%
+700
138
$81K 0.06%
+955
139
$79K 0.06%
520
-17
140
$69K 0.05%
1,375
141
$58K 0.04%
+168
142
$30K 0.02%
580
143
$27K 0.02%
200
144
$19K 0.01%
400
145
$16K 0.01%
+75
146
$16K 0.01%
+1,050
147
$12K 0.01%
250
148
$12K 0.01%
+810
149
$11K 0.01%
185
150
$10K 0.01%
+600
3 4 5
6
7