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
$721M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.67M
3
+$3.57M
4
CVX icon
Chevron
CVX
+$2.93M
5
BF.B icon
Brown-Forman Class B
BF.B
+$2.54M

Top Sells

1
+$3.87M
2
+$2.23M
3
+$1.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M
5
JPM icon
JPMorgan Chase
JPM
+$991K

Sector Composition

1 Financials 26.31%
2 Consumer Staples 15.9%
3 Consumer Discretionary 14.82%
4 Industrials 14.81%
5 Technology 12.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 2.34%
59,733
+603
27
$4.71M 0.65%
18,492
-350
28
$2.71M 0.38%
9,198
-75
29
$2.61M 0.36%
17,564
+876
30
$2.43M 0.34%
12,515
+1,073
31
$2.27M 0.31%
18,512
+110
32
$1.92M 0.27%
40,477
-2,031
33
$1.68M 0.23%
3,463
+53
34
$1.57M 0.22%
4,562
-2,155
35
$1.11M 0.15%
7,312
+53
36
$1.06M 0.15%
15,845
+532
37
$888K 0.12%
3,583
-77
38
$862K 0.12%
1,790
+14
39
$840K 0.12%
6,366
+9
40
$729K 0.1%
42,485
-2,290
41
$687K 0.1%
3,941
+42
42
$638K 0.09%
29,531
+2,231
43
$573K 0.08%
6,340
-360
44
$543K 0.08%
3,418
-38
45
$497K 0.07%
1,295
-40
46
$465K 0.06%
2,577
-86
47
$444K 0.06%
4,843
-11
48
$430K 0.06%
2,891
+124
49
$400K 0.06%
1,950
-100
50
$367K 0.05%
2,990
+17
1
2
3