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
$604M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$4.08M
3
+$3.46M
4
AMGN icon
Amgen
AMGN
+$2.12M
5
WAT icon
Waters Corp
WAT
+$1.77M

Top Sells

1
+$18.8M
2
+$5.1M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.32M
5
WMT icon
Walmart
WMT
+$1.72M

Sector Composition

1 Financials 25.86%
2 Industrials 14.84%
3 Consumer Staples 14.42%
4 Consumer Discretionary 14.28%
5 Technology 13.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.95%
74,924
+1,969
27
$4.32M 0.72%
19,158
-1,151
28
$2.38M 0.39%
13,707
+1,235
29
$2.33M 0.39%
9,505
+3,094
30
$1.77M 0.29%
+6,640
31
$1.58M 0.26%
17,644
+2,404
32
$1.5M 0.25%
34,981
+6,073
33
$1.32M 0.22%
4,606
-2,515
34
$1.15M 0.19%
30,800
+293
35
$1.06M 0.18%
5,170
+505
36
$1.01M 0.17%
16,800
+509
37
$1.01M 0.17%
55,975
-31,465
38
$860K 0.14%
7,112
-45
39
$650K 0.11%
1,653
+66
40
$606K 0.1%
3,367
-27
41
$603K 0.1%
5,224
-111
42
$596K 0.1%
3,324
+507
43
$476K 0.08%
4,252
+712
44
$469K 0.08%
4,802
45
$450K 0.07%
1,718
+71
46
$362K 0.06%
1,164
-6
47
$317K 0.05%
2,432
-10
48
$302K 0.05%
657
-11
49
$249K 0.04%
100
-1
50
$229K 0.04%
+488
1
2
3