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
$105M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.92M
3
+$2.18M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.45M

Top Sells

1
+$1.76M
2
+$1.65M
3
+$953K
4
PYPL icon
PayPal
PYPL
+$649K
5
RTX icon
RTX Corp
RTX
+$528K

Sector Composition

1 Healthcare 15.34%
2 Technology 14%
3 Consumer Staples 11.03%
4 Industrials 10.79%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.91M 7.53%
+150,800
2
$4.92M 4.68%
+38,242
3
$4.02M 3.83%
34,748
-15,236
4
$3.33M 3.17%
15,825
-4,530
5
$2.91M 2.77%
10,489
-1,240
6
$2.52M 2.4%
16,900
-1,820
7
$2.18M 2.08%
+20,729
8
$2.16M 2.05%
10,124
-1,672
9
$2.04M 1.94%
11,528
-1,050
10
$1.99M 1.89%
+21,517
11
$1.82M 1.74%
11,006
-734
12
$1.81M 1.72%
12,974
-515
13
$1.72M 1.63%
15,757
-499
14
$1.67M 1.59%
9,990
-724
15
$1.61M 1.54%
20,936
-654
16
$1.6M 1.52%
16,619
-2,442
17
$1.57M 1.49%
11,286
-1,586
18
$1.52M 1.44%
17,308
+4
19
$1.49M 1.42%
7,585
-3,293
20
$1.45M 1.38%
+17,834
21
$1.38M 1.32%
13,312
-907
22
$1.33M 1.26%
15,263
-408
23
$1.3M 1.23%
27,813
-2,136
24
$1.28M 1.22%
17,500
-3,280
25
$1.24M 1.18%
8,971
-1,260
1
2 3 4 5