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
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.2%
2,789
+166
127
$260K 0.2%
4,084
+4
128
$255K 0.19%
13,860
-426
129
$254K 0.19%
1,099
130
$254K 0.19%
1,026
+1
131
$253K 0.19%
350
132
$251K 0.19%
7,665
-465
133
$251K 0.19%
2,000
134
$245K 0.18%
+504
135
$242K 0.18%
1,772
136
$241K 0.18%
455
137
$228K 0.17%
+1,685
138
$222K 0.17%
403
139
$221K 0.17%
2,330
140
$206K 0.16%
+668
141
$205K 0.15%
+2,137
142
$189K 0.14%
7,500
143
$124K 0.09%
710
144
$98.3K 0.07%
700
145
$69.8K 0.05%
10,975
+38
146
$68.3K 0.05%
520
147
$66.5K 0.05%
1,705
148
$46.4K 0.04%
349
+1
149
$31.8K 0.02%
200
150
$30.3K 0.02%
200
3 4 5
6
7