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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.19%
12,475
127
$258K 0.19%
1,032
128
$257K 0.19%
23,554
129
$249K 0.18%
6,693
-45
130
$232K 0.17%
2,330
131
$232K 0.17%
504
132
$229K 0.17%
438
+35
133
$221K 0.16%
13,872
+6
134
$221K 0.16%
1,028
+1
135
$219K 0.16%
4,400
136
$219K 0.16%
455
137
$216K 0.16%
300
138
$215K 0.16%
+719
139
$203K 0.15%
2,942
-228
140
$201K 0.15%
7,665
-235
141
$182K 0.13%
7,500
142
$133K 0.1%
710
143
$69.4K 0.05%
1,705
144
$66K 0.05%
520
145
$49.8K 0.04%
10,975
146
$32.4K 0.02%
1,000
147
$31.6K 0.02%
200
148
$22.9K 0.02%
580
149
$20.2K 0.01%
400
150
$18.1K 0.01%
1,050
3 4 5
6
7