AWM
Aberdeen Wealth Management Portfolio holdings
AUM
$150M
1-Year Return
14.77%
This Quarter Return
+6.13%
1 Year Return
+14.77%
3 Year Return
+56.5%
5 Year Return
+116.69%
10 Year Return
–
AUM
$150M
AUM Growth
+$5.46M
(+3.8%)
Cap. Flow
-$959K
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
34.61%
Holding
172
New
13
Increased
35
Reduced
18
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$817K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$538K |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$326K |
| 4 |
AMTM
Amentum Holdings, Inc.
AMTM
|
$224K |
| 5 |
Cardinal Health
CAH
|
$219K |
Top Sells
| 1 |
Novartis
NVS
|
$1.34M |
| 2 |
Unilever
UL
|
$779K |
| 3 |
Novo Nordisk
NVO
|
$697K |
| 4 |
UnitedHealth
UNH
|
$238K |
| 5 |
Oneok
OKE
|
$211K |
Sector Composition
| 1 | Technology | 17.34% |
| 2 | Healthcare | 10.45% |
| 3 | Industrials | 10.37% |
| 4 | Financials | 9.23% |
| 5 | Consumer Staples | 7.63% |
