AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+9%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3.9%)
Cap. Flow
-$7.94M
Cap. Flow
% of AUM
-5.76%
Top 10 Holdings %
Top 10 Hldgs %
33.18%
Holding
165
New
5
Increased
19
Reduced
51
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$698K |
| 2 |
Fifth Third Bancorp
FITB
|
$264K |
| 3 |
US Bancorp
USB
|
$249K |
| 4 |
Mercado Libre
MELI
|
$239K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$37.6K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.77M |
| 2 |
Apple
AAPL
|
$1.48M |
| 3 |
SPDR Gold Trust
GLD
|
$631K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$545K |
| 5 |
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% |
