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
$394M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.5M
3
+$18.2M
4
MCY icon
Mercury Insurance
MCY
+$17.5M
5
EMR icon
Emerson Electric
EMR
+$16.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.4%
2 Industrials 18.88%
3 Consumer Discretionary 16.42%
4 Consumer Staples 15.98%
5 Technology 14.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.11%
+11,528
52
$400K 0.1%
+6,104
53
$392K 0.1%
+5,454
54
$392K 0.1%
+8,285
55
$347K 0.09%
+1,085
56
$337K 0.09%
+6,711
57
$336K 0.09%
+175
58
$331K 0.08%
+8,745
59
$328K 0.08%
+3,413
60
$317K 0.08%
+3,420
61
$311K 0.08%
+21,605
62
$295K 0.07%
+5,006
63
$293K 0.07%
+3,968
64
$285K 0.07%
+4,070
65
$241K 0.06%
+3,913
66
$238K 0.06%
+20,368
67
$223K 0.06%
+682
68
$204K 0.05%
+1,230
69
$202K 0.05%
+5,404
70
$201K 0.05%
+1,725
71
$118K 0.03%
+13,149
1 2
3