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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.18%
5,785
127
$243K 0.18%
4,400
128
$239K 0.18%
2,315
129
$229K 0.17%
455
130
$228K 0.17%
+11,367
131
$228K 0.17%
23,554
132
$227K 0.17%
1,029
+1
133
$224K 0.17%
789
+70
134
$222K 0.17%
438
135
$220K 0.17%
2,330
136
$217K 0.16%
6,693
137
$208K 0.16%
13,879
+7
138
$206K 0.16%
1,032
139
$206K 0.16%
+2,137
140
$206K 0.16%
504
141
$206K 0.15%
2,944
+2
142
$177K 0.13%
7,500
143
$125K 0.09%
710
144
$66.9K 0.05%
1,705
145
$63.6K 0.05%
520
146
$43.5K 0.03%
10,975
147
$30.7K 0.02%
1,000
148
$30.4K 0.02%
200
149
$22K 0.02%
580
150
$19.1K 0.01%
400
3 4 5
6
7