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
$528M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$6.7M
3
+$6.17M
4
WMT icon
Walmart
WMT
+$3.47M
5
AAPL icon
Apple
AAPL
+$2.45M

Top Sells

1
+$18.5M
2
+$12.7M
3
+$4.97M
4
TROW icon
T. Rowe Price
TROW
+$2.18M
5
DE icon
Deere & Co
DE
+$790K

Sector Composition

1 Financials 22.82%
2 Consumer Discretionary 18.29%
3 Industrials 16.94%
4 Consumer Staples 15.43%
5 Technology 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 2.28%
174,869
+9,556
27
$11.3M 2.13%
59,178
-523
28
$9.31M 1.76%
104,906
+4,731
29
$4M 0.76%
61,160
-1,258
30
$1.74M 0.33%
6,715
+90
31
$1.68M 0.32%
16,320
+240
32
$1.66M 0.31%
9,013
+113
33
$1.28M 0.24%
10,054
-94
34
$1.2M 0.23%
5,370
-750
35
$1.07M 0.2%
10,873
+59
36
$1.01M 0.19%
24,138
+2,603
37
$910K 0.17%
4,522
-861
38
$807K 0.15%
2,644
+303
39
$763K 0.14%
18,516
-514
40
$745K 0.14%
7,200
41
$671K 0.13%
9,119
-1,488
42
$670K 0.13%
17,125
+2,139
43
$657K 0.12%
30,975
+3,555
44
$562K 0.11%
2,974
-81
45
$544K 0.1%
1,944
+346
46
$539K 0.1%
1,515
+209
47
$524K 0.1%
5,429
+978
48
$520K 0.1%
9,322
-300
49
$514K 0.1%
3,320
50
$507K 0.1%
15,032
+2,004
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