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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.19%
6,353
127
$275K 0.18%
2,053
-297
128
$275K 0.18%
4,244
+426
129
$273K 0.18%
2,330
130
$269K 0.18%
461
131
$266K 0.18%
455
-680
132
$263K 0.17%
11,225
-2,300
133
$263K 0.17%
1,472
-300
134
$261K 0.17%
11,863
-1,000
135
$260K 0.17%
5,686
+7
136
$239K 0.16%
+2,140
137
$238K 0.16%
+799
138
$228K 0.15%
2,087
139
$228K 0.15%
1,312
140
$216K 0.14%
1,125
141
$212K 0.14%
7,475
-5,000
142
$211K 0.14%
7,500
143
$211K 0.14%
+1,650
144
$210K 0.14%
1,853
-2,265
145
$202K 0.13%
+1,230
146
$181K 0.12%
820
+110
147
$173K 0.11%
300
148
$122K 0.08%
700
149
$81.6K 0.05%
1,705
150
$58.8K 0.04%
2,601
3 4 5
6
7