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
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$1.27M
3
+$679K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$524K
5
MCD icon
McDonald's
MCD
+$423K

Top Sells

1
+$221K
2
+$82.5K
3
+$77.8K
4
ADP icon
Automatic Data Processing
ADP
+$74.9K
5
V icon
Visa
V
+$70.9K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.17%
2,347
+303
127
$285K 0.17%
7,665
128
$284K 0.17%
+12,475
129
$270K 0.16%
6,297
+1
130
$267K 0.16%
6,353
-100
131
$261K 0.15%
23,554
132
$258K 0.15%
2,330
133
$256K 0.15%
4,400
134
$255K 0.15%
5,711
-35
135
$255K 0.15%
438
136
$252K 0.15%
5,785
137
$247K 0.14%
+2,315
138
$237K 0.14%
2,087
139
$231K 0.13%
+2,877
140
$230K 0.13%
152
141
$230K 0.13%
505
+1
142
$229K 0.13%
2,874
+3
143
$226K 0.13%
12,863
-614
144
$225K 0.13%
455
145
$225K 0.13%
10,485
+981
146
$213K 0.12%
+1,304
147
$202K 0.12%
7,500
148
$201K 0.12%
+2,993
149
$201K 0.12%
+2,506
150
$201K 0.12%
+1,032
3 4 5
6
7