AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+11.67%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+17%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
168
New
7
Increased
30
Reduced
23
Closed
–
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$4.49M |
| 2 |
Apple
AAPL
|
$478K |
| 3 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
$268K |
| 4 |
GE Aerospace
GE
|
$261K |
| 5 |
Lockheed Martin
LMT
|
$245K |
Top Sells
| 1 |
AbbVie
ABBV
|
$316K |
| 2 |
Abbott
ABT
|
$82.1K |
| 3 |
Deere & Co
DE
|
$56.2K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$45.5K |
| 5 |
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% |
