AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-10.84%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(-14%)
Cap. Flow
-$3.03M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
170
New
1
Increased
25
Reduced
45
Closed
5
Top Buys
| 1 |
Amazon
AMZN
|
$519K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$238K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$231K |
| 4 |
Palladyne AI
PDYN
|
$42K |
| 5 |
Fastenal
FAST
|
$40K |
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.64M |
| 2 |
GE Aerospace
GE
|
$792K |
| 3 |
NVIDIA
NVDA
|
$251K |
| 4 |
Meta Platforms (Facebook)
META
|
$211K |
| 5 |
Emerson Electric
EMR
|
$210K |
Sector Composition
| 1 | Healthcare | 15.83% |
| 2 | Technology | 13.93% |
| 3 | Industrials | 10.51% |
| 4 | Consumer Staples | 10.5% |
| 5 | Consumer Discretionary | 6.81% |
