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
$114M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$54.7K
3
+$47.1K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.02K
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.71K

Top Sells

1
+$4.84M
2
+$277K
3
+$229K
4
LMT icon
Lockheed Martin
LMT
+$217K
5
CTRA icon
Coterra Energy
CTRA
+$147K

Sector Composition

1 Healthcare 16.1%
2 Technology 14.88%
3 Consumer Staples 10.99%
4 Industrials 10.24%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
250
152
$12K 0.01%
73
+53
153
$11K 0.01%
300
154
$9K 0.01%
105
155
$8K 0.01%
400
156
$8K 0.01%
600
157
$8K 0.01%
600
158
$8K 0.01%
185
159
$7K 0.01%
175
160
$6K 0.01%
300
161
$3K ﹤0.01%
200
162
– –
-5,774
163
– –
-504
164
– –
-23,554
165
– –
-98,352
3 4 5 6
7