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
$133M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$1.42M
3
+$1.26M
4
TGT icon
Target
TGT
+$706K
5
RTX icon
RTX Corp
RTX
+$596K

Top Sells

1
+$429K
2
+$74.7K
3
+$33K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$32.5K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$29.9K

Sector Composition

1 Healthcare 13.94%
2 Technology 13.45%
3 Consumer Staples 10.25%
4 Industrials 10.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
105
152
$9K 0.01%
+400
153
$6K ﹤0.01%
+300
154
$5K ﹤0.01%
+21
155
$4K ﹤0.01%
175
-150
156
$4K ﹤0.01%
+200
157
$4K ﹤0.01%
+17
158
$4K ﹤0.01%
+25
159
$2K ﹤0.01%
+100
160
$0 ﹤0.01%
500
-250
161
– –
-7,109
3 4 5 6
7