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
$153M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.4M
3
+$6.08M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.15M

Top Sells

1
+$449K
2
+$201K
3
+$136K
4
HD icon
Home Depot
HD
+$116K
5
WMT icon
Walmart
WMT
+$101K

Sector Composition

1 Technology 14.99%
2 Healthcare 14.29%
3 Industrials 11.39%
4 Consumer Staples 9.64%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
+1,050
152
$15K 0.01%
+250
153
$14K 0.01%
+300
154
$13K 0.01%
+105
155
$12K 0.01%
+600
156
$11K 0.01%
+600
157
$11K 0.01%
+185
158
$10K 0.01%
+400
159
$7K ﹤0.01%
+300
160
$5K ﹤0.01%
+175
161
$4K ﹤0.01%
+200
162
– –
-5,150
163
– –
-2,137
3 4 5 6
7