AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-2.75%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-4.1%)
Cap. Flow
-$624K
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
33.11%
Holding
163
New
3
Increased
27
Reduced
23
Closed
3
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$658K |
| 2 |
Novo Nordisk
NVO
|
$492K |
| 3 |
Kenvue
KVUE
|
$228K |
| 4 |
Emerson Electric
EMR
|
$206K |
| 5 |
Apple
AAPL
|
$85.6K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$652K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$555K |
| 3 |
3M
MMM
|
$277K |
| 4 |
Johnson & Johnson
JNJ
|
$220K |
| 5 |
Fifth Third Bancorp
FITB
|
$201K |
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Healthcare | 14.51% |
| 3 | Industrials | 10.13% |
| 4 | Consumer Staples | 9.8% |
| 5 | Financials | 7.35% |
