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
$138M
AUM Growth
+$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$652K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$25.9K
5
TMO icon
Thermo Fisher Scientific
TMO
+$18.3K

Top Sells

1
+$731K
2
+$230K
3
+$214K
4
MELI icon
Mercado Libre
MELI
+$200K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$104K

Sector Composition

1 Technology 16.01%
2 Healthcare 14.25%
3 Industrials 10.4%
4 Consumer Staples 9.35%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 7.47%
125,589
-1,162
2
$6.29M 4.55%
32,423
-1,184
3
$6.26M 4.53%
38,555
-640
4
$5.02M 3.63%
14,742
+76
5
$4.46M 3.22%
90,669
-1,767
6
$3.39M 2.45%
16,123
+7,138
7
$2.92M 2.11%
9,401
-49
8
$2.78M 2.01%
12,639
-100
9
$2.67M 1.93%
16,112
-242
10
$2.29M 1.65%
15,714
11
$2.28M 1.64%
20,596
12
$2.21M 1.6%
18,480
+100
13
$2.1M 1.52%
9,312
+1
14
$2.02M 1.46%
14,980
+3
15
$1.98M 1.43%
13,712
-600
16
$1.96M 1.41%
17,280
17
$1.87M 1.35%
15,271
+3
18
$1.86M 1.35%
10,452
-45
19
$1.76M 1.27%
9,795
+2
20
$1.69M 1.22%
15,719
-59
21
$1.62M 1.17%
10,679
-394
22
$1.55M 1.12%
20,151
+150
23
$1.52M 1.1%
8,194
-129
24
$1.51M 1.09%
13,857
+2
25
$1.48M 1.07%
14,640
1
2 3 4 5