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
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$9.76M
3 +$4.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MSFT icon
Microsoft
MSFT
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.41%
2 Technology 10.52%
3 Consumer Staples 8.97%
4 Industrials 8.89%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$7K 0.01%
+60
152
$3K ﹤0.01%
+15
153
$2K ﹤0.01%
+750