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
$133M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$478K
3
+$268K
4
GE icon
GE Aerospace
GE
+$261K
5
LMT icon
Lockheed Martin
LMT
+$245K

Top Sells

1
+$316K
2
+$82.1K
3
+$56.2K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$45.5K
5
CVX icon
Chevron
CVX
+$40.7K

Sector Composition

1 Healthcare 15.85%
2 Technology 13.55%
3 Industrials 10.46%
4 Consumer Staples 10.39%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.68M 7.3%
126,206
+174
2
$5.7M 4.3%
37,524
+72
3
$4.91M 3.7%
37,786
+3,682
4
$4.49M 3.39%
+91,694
5
$3.52M 2.65%
14,665
+1
6
$3.04M 2.3%
12,739
7
$3.03M 2.28%
9,577
8
$2.89M 2.18%
16,347
-93
9
$2.78M 2.09%
8,985
-15
10
$2.44M 1.84%
15,074
-1,957
11
$2.11M 1.59%
15,714
12
$2.08M 1.57%
17,280
-50
13
$2.02M 1.53%
19,696
+235
14
$1.94M 1.46%
15,516
-364
15
$1.85M 1.4%
9,309
+1
16
$1.78M 1.34%
10,497
17
$1.74M 1.31%
15,772
+6
18
$1.7M 1.28%
9,791
+2
19
$1.68M 1.27%
11,065
+6
20
$1.65M 1.24%
9,107
+491
21
$1.64M 1.24%
18,580
-100
22
$1.59M 1.2%
20,126
-100
23
$1.51M 1.14%
13,752
-748
24
$1.48M 1.12%
4,473
25
$1.41M 1.07%
27,564
+4,576
1
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