AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+4.88%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3.2%)
Cap. Flow
+$8.82K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
33.54%
Holding
171
New
3
Increased
41
Reduced
28
Closed
11
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$652K |
| 3 |
Air Products & Chemicals
APD
|
$215K |
| 4 |
Microsoft
MSFT
|
$25.9K |
| 5 |
Thermo Fisher Scientific
TMO
|
$18.3K |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$731K |
| 2 |
Apple
AAPL
|
$230K |
| 3 |
US Bancorp
USB
|
$214K |
| 4 |
Mercado Libre
MELI
|
$200K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$104K |
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Healthcare | 14.25% |
| 3 | Industrials | 10.4% |
| 4 | Consumer Staples | 9.35% |
| 5 | Consumer Discretionary | 7.4% |
