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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.1K 0.02%
400
152
$19.5K 0.01%
1,050
153
$16.3K 0.01%
120
-400
154
$14.3K 0.01%
250
155
$13K 0.01%
300
156
$12.4K 0.01%
600
157
$10.4K 0.01%
185
158
$10K 0.01%
+105
159
$9.45K 0.01%
400
160
$7.72K 0.01%
175
161
$7.01K 0.01%
300
162
$3.7K ﹤0.01%
200
163
– –
-1,032
164
– –
-2,315
165
– –
-12,475
3 4 5 6
7