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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.19%
2,315
127
$271K 0.18%
4,300
-100
128
$269K 0.18%
6,297
129
$266K 0.18%
3,710
-396
130
$264K 0.18%
4,901
-600
131
$264K 0.18%
5,785
132
$262K 0.18%
6,353
133
$258K 0.17%
2,877
134
$250K 0.17%
152
135
$249K 0.17%
2,330
136
$246K 0.17%
12,863
137
$230K 0.16%
2,087
138
$228K 0.15%
+1,312
139
$225K 0.15%
5,679
-32
140
$216K 0.15%
+73
141
$215K 0.15%
461
-44
142
$204K 0.14%
+350
143
$203K 0.14%
+1,125
144
$194K 0.13%
7,500
145
$182K 0.12%
10,028
-457
146
$164K 0.11%
300
-676
147
$144K 0.1%
710
148
$112K 0.08%
700
149
$74.6K 0.05%
1,705
150
$73.7K 0.05%
537
+17
4 5
6
7 8