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
$126M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$252K
3
+$43.8K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$38.1K
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$33K

Top Sells

1
+$7.35M
2
+$1.92M
3
+$1.42M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$612K
5
MSFT icon
Microsoft
MSFT
+$436K

Sector Composition

1 Healthcare 14.28%
2 Technology 14.07%
3 Industrials 11.54%
4 Consumer Staples 10.44%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.83M 7.81%
125,796
-24,550
2
$5.19M 4.13%
35,292
-2,857
3
$4.18M 3.32%
34,222
-3,044
4
$3.56M 2.83%
15,088
-1,848
5
$3.17M 2.52%
10,372
-337
6
$2.78M 2.21%
16,913
-316
7
$2.71M 2.15%
18,436
-2,003
8
$2.51M 2%
16,499
-272
9
$2.44M 1.94%
18,997
-2,000
10
$2.43M 1.93%
12,914
-196
11
$2.04M 1.62%
17,834
12
$2.01M 1.6%
10,556
-445
13
$2M 1.59%
14,993
-763
14
$1.89M 1.5%
16,022
-5,188
15
$1.87M 1.49%
17,308
-420
16
$1.85M 1.47%
17,900
-1,360
17
$1.82M 1.45%
15,185
-879
18
$1.73M 1.37%
10,783
-560
19
$1.71M 1.36%
7,043
-593
20
$1.69M 1.35%
9,963
-228
21
$1.66M 1.32%
8,979
-1,132
22
$1.63M 1.3%
20,686
-245
23
$1.56M 1.24%
13,224
-133
24
$1.53M 1.22%
11,298
-245
25
$1.48M 1.17%
9,158
-189
1
2 3 4 5