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
$82.2M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$155K
3
+$64.9K
4
AMZN icon
Amazon
AMZN
+$25.3K
5
GILD icon
Gilead Sciences
GILD
+$12.6K

Top Sells

1
+$21M
2
+$1.68M
3
+$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$643K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Sector Composition

1 Healthcare 17.14%
2 Technology 14.27%
3 Consumer Staples 12.47%
4 Industrials 10.98%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.39M 7.77%
151,542
+1,538
2
$3.94M 4.79%
38,081
3
$3.08M 3.75%
48,492
-1,908
4
$2.67M 3.25%
16,924
+43
5
$2.25M 2.74%
17,162
+7
6
$2.16M 2.63%
11,567
7
$1.78M 2.16%
13,024
8
$1.74M 2.11%
21,742
-21
9
$1.62M 1.97%
20,674
10
$1.57M 1.9%
17,398
-143
11
$1.42M 1.73%
21,387
+2
12
$1.31M 1.6%
17,884
-30
13
$1.31M 1.6%
17,248
-230
14
$1.3M 1.58%
16,424
-132
15
$1.26M 1.53%
15,306
-175
16
$1.25M 1.52%
11,324
-44
17
$1.22M 1.48%
13,512
18
$1.11M 1.35%
9,242
-198
19
$1.07M 1.3%
12,436
+2
20
$1.06M 1.29%
27,957
+3
21
$1.05M 1.28%
18,100
-80
22
$1.02M 1.24%
8,958
+1
23
$1M 1.22%
10,404
-45
24
$978K 1.19%
4,825
25
$950K 1.16%
10,166
+2
1
2 3 4 5