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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.19%
2,494
+2
127
$241K 0.19%
3,040
128
$228K 0.18%
1,180
-10
129
$215K 0.17%
730
-343
130
$206K 0.16%
140
131
$182K 0.14%
7,500
-261
132
$157K 0.12%
710
133
$78K 0.06%
520
134
$72K 0.06%
1,375
135
$33K 0.03%
+1,000
136
$31K 0.02%
580
137
$30K 0.02%
200
138
$20K 0.02%
400
139
$17K 0.01%
1,050
140
$15K 0.01%
+300
141
$13K 0.01%
250
142
$11K 0.01%
185
143
$10K 0.01%
105
144
$10K 0.01%
400
145
$10K 0.01%
600
146
$10K 0.01%
600
-210
147
$7K 0.01%
300
148
$5K ﹤0.01%
175
149
$4K ﹤0.01%
200
150
– –
-11,802
3 4 5
6
7