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
$103M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$385K
3 +$240K
4
EIX icon
Edison International
EIX
+$214K
5
CVS icon
CVS Health
CVS
+$206K

Top Sells

1 +$1.79M
2 +$489K
3 +$369K
4
IAU icon
iShares Gold Trust
IAU
+$318K
5
SLV icon
iShares Silver Trust
SLV
+$310K

Sector Composition

1 Healthcare 18.88%
2 Technology 18.65%
3 Industrials 15.36%
4 Consumer Staples 12.82%
5 Financials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,800
127
-9,764
128
-3,500
129
-1,180
130
-10,783