AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+3.64%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+1.2%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
32.55%
Holding
173
New
5
Increased
31
Reduced
31
Closed
5
Top Buys
| 1 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$5.01M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$257K |
| 3 |
NVIDIA
NVDA
|
$256K |
| 4 |
Meta Platforms (Facebook)
META
|
$212K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$209K |
Top Sells
| 1 |
Apple
AAPL
|
$689K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$562K |
| 3 |
Starbucks
SBUX
|
$232K |
| 4 |
Allstate
ALL
|
$228K |
| 5 |
Air Products & Chemicals
APD
|
$206K |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Healthcare | 14.68% |
| 3 | Industrials | 10.46% |
| 4 | Consumer Staples | 10.21% |
| 5 | Consumer Discretionary | 7.36% |
