AWM

Aberdeen Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$489K
2
+$339K
3
+$219K
4
RIO icon
Rio Tinto
RIO
+$217K
5
HSY icon
Hershey
HSY
+$207K

Top Sells

1
+$9.83M
2
+$5.19M
3
+$2.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.29M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.04M

Sector Composition

1 Healthcare 18.14%
2 Technology 17.82%
3 Industrials 14.66%
4 Consumer Staples 12.86%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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