AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+1.73%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(-0.67%)
Cap. Flow
-$1.93M
Cap. Flow
% of AUM
-1.33%
Top 10 Holdings %
Top 10 Hldgs %
33.76%
Holding
171
New
6
Increased
27
Reduced
31
Closed
12
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$2.05M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$317K |
| 3 |
McKesson
MCK
|
$236K |
| 4 |
iShares Silver Trust
SLV
|
$218K |
| 5 |
Welltower
WELL
|
$207K |
Top Sells
| 1 |
Apple
AAPL
|
$1.11M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$750K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$746K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$455K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$281K |
Sector Composition
| 1 | Technology | 15.91% |
| 2 | Healthcare | 12.79% |
| 3 | Industrials | 9.82% |
| 4 | Financials | 9.05% |
| 5 | Consumer Staples | 8.74% |
