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
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$228K
3
+$206K
4
AAPL icon
Apple
AAPL
+$85.6K
5
APD icon
Air Products & Chemicals
APD
+$19.8K

Top Sells

1
+$652K
2
+$555K
3
+$277K
4
JNJ icon
Johnson & Johnson
JNJ
+$220K
5
FITB icon
Fifth Third Bancorp
FITB
+$201K

Sector Composition

1 Technology 15.94%
2 Healthcare 14.51%
3 Industrials 10.13%
4 Consumer Staples 9.8%
5 Financials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.4K 0.01%
1,050
152
$13.5K 0.01%
250
153
$11.9K 0.01%
300
154
$10.9K 0.01%
600
155
$10.1K 0.01%
600
156
$9.6K 0.01%
185
157
$8.3K 0.01%
175
158
$8.28K 0.01%
400
159
$6.45K ﹤0.01%
300
160
$3.4K ﹤0.01%
200
161
– –
-7,665
162
– –
-105
163
– –
-1,470
3 4 5 6
7