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
$775M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.8M
3
+$6.61M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$24.4M
2
+$17.1M
3
+$3.57M
4
BF.B icon
Brown-Forman Class B
BF.B
+$3.28M
5
AAPL icon
Apple
AAPL
+$2.68M

Sector Composition

1 Industrials 20.11%
2 Financials 18.96%
3 Consumer Discretionary 17.17%
4 Consumer Staples 15.07%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 2.56%
+68,452
27
$14.8M 1.91%
97,516
+2,789
28
$4.64M 0.6%
17,115
+1,595
29
$3.46M 0.45%
18,036
+900
30
$2.49M 0.32%
39,514
-386,724
31
$1.98M 0.26%
3,455
+18
32
$1.96M 0.25%
6,056
-156
33
$1.95M 0.25%
41,481
-432
34
$1.81M 0.23%
6,661
+2,145
35
$1.36M 0.18%
14,141
+111
36
$1.31M 0.17%
2,521
+33
37
$1.23M 0.16%
+7,138
38
$1.21M 0.16%
7,216
-162
39
$1.15M 0.15%
2,324
+509
40
$1.04M 0.13%
2,887
-949
41
$920K 0.12%
13,955
-2,108
42
$827K 0.11%
6,813
+843
43
$821K 0.11%
5,850
-14,757
44
$793K 0.1%
6,981
+1,045
45
$755K 0.1%
3,144
-368
46
$750K 0.1%
+25,907
47
$721K 0.09%
3,488
-177
48
$693K 0.09%
40,891
-2,835
49
$659K 0.09%
+7,795
50
$647K 0.08%
1,597
+320
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2
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