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
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47K 0.03%
178
152
$44.9K 0.03%
85
153
$38K 0.03%
200
154
$36.2K 0.02%
1,632
+582
155
$29.5K 0.02%
1,000
156
$26.6K 0.02%
580
157
$23.3K 0.02%
400
158
$19.9K 0.01%
137
-400
159
$16.3K 0.01%
250
160
$15.6K 0.01%
600
161
$14.7K 0.01%
300
162
$11.7K 0.01%
185
163
$11.2K 0.01%
105
164
$10.3K 0.01%
400
165
$8.11K 0.01%
175
166
$8.04K 0.01%
300
167
$4.11K ﹤0.01%
200
168
– –
-73
169
– –
-10,975
170
– –
-10,028
171
– –
-1,601
172
– –
-350
173
– –
-2,315
174
– –
-97
3 4 5 6
7