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
$665M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.21M
3
+$3.6M
4
CVX icon
Chevron
CVX
+$3.36M
5
EMR icon
Emerson Electric
EMR
+$3.11M

Top Sells

1
+$6.85M
2
+$6.8M
3
+$2.86M
4
MTB icon
M&T Bank
MTB
+$2.3M
5
JPM icon
JPMorgan Chase
JPM
+$1.47M

Sector Composition

1 Financials 25.53%
2 Industrials 15.54%
3 Consumer Staples 15.2%
4 Consumer Discretionary 14.47%
5 Technology 13.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 2.29%
102,183
+22,533
27
$4.19M 0.63%
18,842
-165
28
$2.43M 0.37%
16,688
-992
29
$2.22M 0.33%
9,273
-402
30
$2.21M 0.33%
6,717
-600
31
$2.13M 0.32%
11,442
+3,303
32
$1.66M 0.25%
18,402
-1,344
33
$1.56M 0.24%
42,508
-594
34
$1.21M 0.18%
3,410
-378
35
$1.02M 0.15%
7,259
+33
36
$1.01M 0.15%
15,313
-110
37
$848K 0.13%
44,775
-4,830
38
$841K 0.13%
3,660
-41
39
$758K 0.11%
1,776
+34
40
$693K 0.1%
6,357
+96
41
$665K 0.1%
3,899
+154
42
$607K 0.09%
27,300
-1,399
43
$463K 0.07%
1,335
+95
44
$457K 0.07%
4,854
+140
45
$435K 0.07%
2,767
+160
46
$430K 0.06%
2,050
-700
47
$405K 0.06%
2,663
-46
48
$393K 0.06%
1,581
49
$354K 0.05%
2,973
+224
50
$349K 0.05%
3,456
-180
1
2
3