AWM

Absher Wealth Management Portfolio holdings

AUM $843M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$807M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.91M
3
+$3.72M
4
SBUX icon
Starbucks
SBUX
+$3.05M
5
MTB icon
M&T Bank
MTB
+$2.9M

Top Sells

1
+$3.98M
2
+$2.92M
3
+$2.49M
4
MCD icon
McDonald's
MCD
+$1.74M
5
JPM icon
JPMorgan Chase
JPM
+$1.7M

Sector Composition

1 Industrials 23.69%
2 Financials 16.81%
3 Technology 14.87%
4 Consumer Discretionary 14.06%
5 Consumer Staples 13.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 2.3%
90,538
-2,081
27
$17.1M 2.12%
58,542
-5,640
28
$3.52M 0.44%
21,208
+600
29
$2.62M 0.32%
11,019
+3,023
30
$2.55M 0.32%
3,458
+12
31
$2.32M 0.29%
7,084
+1,189
32
$2.2M 0.27%
9,921
-133
33
$2.18M 0.27%
19,102
-8,754
34
$2.15M 0.27%
5,555
+182
35
$1.98M 0.25%
17,269
+815
36
$1.79M 0.22%
14,422
+16
37
$1.79M 0.22%
25,383
+767
38
$1.51M 0.19%
8,338
+1
39
$1.24M 0.15%
7,013
-463
40
$1.13M 0.14%
12,918
-6
41
$1.12M 0.14%
2,002
-326
42
$932K 0.12%
4,027
+226
43
$903K 0.11%
13,410
-3,649
44
$832K 0.1%
4,567
-165
45
$774K 0.1%
3,728
+130
46
$748K 0.09%
3,425
+14
47
$740K 0.09%
9,350
+468
48
$710K 0.09%
2,035
-44
49
$683K 0.08%
3,113
+49
50
$605K 0.08%
5,996
+300
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2
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