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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.17%
6,294
127
$251K 0.16%
3,730
-2,026
128
$250K 0.16%
2,424
+1
129
$249K 0.16%
3,447
130
$239K 0.16%
4,400
131
$238K 0.16%
1,230
132
$229K 0.15%
1,097
-14
133
$228K 0.15%
+1,758
134
$228K 0.15%
+455
135
$227K 0.15%
880
136
$222K 0.14%
+1,670
137
$221K 0.14%
350
-25
138
$220K 0.14%
+2,711
139
$208K 0.14%
+1,200
140
$206K 0.13%
+1,180
141
$205K 0.13%
152
+12
142
$202K 0.13%
+7,500
143
$179K 0.12%
+10,724
144
$158K 0.1%
+710
145
$84K 0.05%
+1,705
146
$79K 0.05%
+520
147
$34K 0.02%
+200
148
$28K 0.02%
+580
149
$28K 0.02%
+1,000
150
$22K 0.01%
+400
3 4 5
6
7