AWM

Aberdeen Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 18.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$1.34M
3
+$633K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$496K
5
MCD icon
McDonald's
MCD
+$436K

Top Sells

1
+$221K
2
+$78.5K
3
+$73.3K
4
LLY icon
Eli Lilly
LLY
+$71.2K
5
V icon
Visa
V
+$70.1K

Sector Composition

1 Financials 16.32%
2 Technology 14.44%
3 Healthcare 12.64%
4 Industrials 9.31%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$149K 0.09%
710
152
$114K 0.07%
+700
153
$71.4K 0.04%
520
+400
154
$71.2K 0.04%
1,705
155
$63.7K 0.04%
10,975
156
$53.8K 0.03%
2,601
157
$42.2K 0.02%
+169
158
$40.9K 0.02%
+85
159
$35.8K 0.02%
200
160
$32.4K 0.02%
1,000
161
$23.8K 0.01%
580
162
$22.3K 0.01%
400
163
$21.4K 0.01%
1,050
164
$19.9K 0.01%
+87
165
$15.5K 0.01%
250
166
$13.9K 0.01%
600
167
$12.8K 0.01%
300
168
$10.8K 0.01%
185
169
$9.9K 0.01%
105
170
$9.85K 0.01%
400
171
$8.64K 0.01%
175
172
$7.6K ﹤0.01%
300
173
$3.9K ﹤0.01%
200
174
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