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
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$478K
3 +$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1 +$316K
2 +$82.1K
3 +$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$29.9K 0.02%
85
152
$28K 0.02%
1,000
153
$27.1K 0.02%
133
154
$22K 0.02%
580
155
$18.1K 0.01%
400
156
$15.7K 0.01%
1,050
157
$14.2K 0.01%
250
158
$13.4K 0.01%
73
159
$12.8K 0.01%
300
160
$9.28K 0.01%
185
161
$9.15K 0.01%
105
162
$9.03K 0.01%
600
163
$8.87K 0.01%
2,633
164
$8.33K 0.01%
600
165
$8.13K 0.01%
175
166
$8.1K 0.01%
400
167
$6.6K 0.01%
300
168
$3.22K ﹤0.01%
200