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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
250
152
$12.7K 0.01%
300
153
$11.2K 0.01%
600
-28
154
$10.5K 0.01%
600
155
$10.1K 0.01%
185
156
$9.5K 0.01%
+105
157
$8.76K 0.01%
400
158
$7.5K 0.01%
175
159
$6.71K ﹤0.01%
300
160
$3.56K ﹤0.01%
200
161
– –
-5,448
162
– –
-152
163
– –
-20
164
– –
-5,922
165
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-73
166
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-200
167
– –
-133
168
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-85
169
– –
-700
170
– –
-349
171
– –
-2,633
3 4 5 6
7