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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.19%
23,554
127
$253K 0.18%
4,400
128
$252K 0.18%
2,330
129
$249K 0.18%
+5,746
130
$244K 0.18%
2,044
-298
131
$243K 0.18%
6,453
-240
132
$240K 0.17%
455
133
$239K 0.17%
+152
134
$233K 0.17%
5,785
135
$232K 0.17%
438
136
$229K 0.17%
504
137
$227K 0.16%
2,871
-73
138
$226K 0.16%
13,477
-402
139
$221K 0.16%
807
+18
140
$211K 0.15%
1,932
-2,263
141
$205K 0.15%
9,504
-1,863
142
$203K 0.15%
2,087
-50
143
$190K 0.14%
7,500
144
$143K 0.1%
710
145
$70.1K 0.05%
1,705
146
$48.9K 0.04%
10,975
147
$48.9K 0.04%
2,601
+2,001
148
$35K 0.03%
1,000
149
$33K 0.02%
200
150
$23.3K 0.02%
580
3 4 5
6
7