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
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$264K
3
+$249K
4
MELI icon
Mercado Libre
MELI
+$239K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$37.6K

Top Sells

1
+$2.77M
2
+$1.48M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$545K
5
MCD icon
McDonald's
MCD
+$445K

Sector Composition

1 Technology 15.89%
2 Healthcare 13.72%
3 Industrials 10.58%
4 Consumer Staples 9.43%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 7.94%
125,504
+40
2
$6.57M 4.77%
38,555
3
$5.35M 3.88%
14,237
-406
4
$4.86M 3.52%
25,224
-7,699
5
$3.91M 2.84%
79,178
-214
6
$3.23M 2.34%
9,306
-25
7
$2.98M 2.16%
8,361
-7,762
8
$2.9M 2.1%
12,440
-99
9
$2.63M 1.91%
15,469
-245
10
$2.37M 1.72%
20,596
11
$2.13M 1.55%
13,161
12
$2.08M 1.51%
13,436
-1,547
13
$2.04M 1.48%
14,580
-3,900
14
$2.03M 1.47%
12,941
-1,761
15
$2.03M 1.47%
17,278
-2
16
$1.89M 1.37%
15,105
-168
17
$1.82M 1.32%
8,181
-998
18
$1.61M 1.17%
20,151
19
$1.57M 1.14%
15,731
+7
20
$1.53M 1.11%
26,325
+89
21
$1.51M 1.1%
10,337
-284
22
$1.49M 1.08%
9,500
-297
23
$1.41M 1.02%
13,156
24
$1.39M 1.01%
4,832
25
$1.39M 1.01%
13,740
-800
1
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