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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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