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
$148M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$346K
3
+$326K
4
TSM icon
TSMC
TSM
+$228K
5
AZO icon
AutoZone
AZO
+$216K

Top Sells

1
+$15.9M
2
+$3.96M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$370K
5
PG icon
Procter & Gamble
PG
+$345K

Sector Composition

1 Technology 18.61%
2 Healthcare 14.26%
3 Industrials 10.04%
4 Consumer Staples 9.22%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.7K 0.04%
2,601
152
$54.1K 0.04%
10,975
153
$43.1K 0.03%
178
+9
154
$42.5K 0.03%
85
155
$34.9K 0.02%
200
156
$27.3K 0.02%
1,000
157
$24.7K 0.02%
580
158
$22K 0.01%
1,050
159
$21.9K 0.01%
400
160
$21.1K 0.01%
97
+10
161
$15.3K 0.01%
250
162
$15.1K 0.01%
600
163
$12.9K 0.01%
300
164
$10.8K 0.01%
185
165
$9.78K 0.01%
105
166
$9.49K 0.01%
400
167
$8.4K 0.01%
175
168
$7.41K 0.01%
300
169
$3.84K ﹤0.01%
200
170
– –
-2,874
171
– –
-23,554
172
– –
-2,506
173
– –
-1,304
174
– –
-286,776
175
– –
-2,993
4 5 6
7
8