AWM

Absher Wealth Management Portfolio holdings

AUM $807M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.62M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.9M
5
SBUX icon
Starbucks
SBUX
+$1.39M

Top Sells

1
+$2.66M
2
+$1.18M
3
+$400K
4
BKNG icon
Booking.com
BKNG
+$336K
5
HXL icon
Hexcel
HXL
+$293K

Sector Composition

1 Financials 18.98%
2 Industrials 17.43%
3 Consumer Staples 16.93%
4 Consumer Discretionary 16.06%
5 Technology 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 2.32%
50,273
+3,185
27
$6.93M 2.15%
94,999
+1,635
28
$3.94M 1.22%
45,758
+935
29
$2.61M 0.81%
65,958
+1,288
30
$1.66M 0.52%
26,172
+404
31
$1.11M 0.34%
10,440
-241
32
$1.08M 0.33%
7,983
+220
33
$786K 0.24%
10,700
+1,055
34
$768K 0.24%
13,220
+440
35
$758K 0.24%
7,842
+348
36
$624K 0.19%
9,917
+4,895
37
$621K 0.19%
1,964
+17
38
$546K 0.17%
14,382
+3,919
39
$532K 0.16%
4,833
+1,447
40
$530K 0.16%
17,201
+631
41
$525K 0.16%
6,489
+1,235
42
$514K 0.16%
17,086
+136
43
$493K 0.15%
20,755
+760
44
$442K 0.14%
6,124
+923
45
$403K 0.12%
9,103
-42
46
$401K 0.12%
6,900
-40
47
$401K 0.12%
4,838
+81
48
$400K 0.12%
12,919
+1,391
49
$393K 0.12%
2,104
50
$366K 0.11%
9,311
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