AWM

Absher Wealth Management Portfolio holdings

AUM $837M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.16M
3
+$3.12M
4
AMGN icon
Amgen
AMGN
+$1.55M
5
MCY icon
Mercury Insurance
MCY
+$1.15M

Top Sells

1
+$8.37M
2
+$3.23M
3
+$1.55M
4
TROW icon
T. Rowe Price
TROW
+$1.39M
5
IBM icon
IBM
IBM
+$1.33M

Sector Composition

1 Financials 23.5%
2 Consumer Discretionary 16.22%
3 Consumer Staples 16.17%
4 Industrials 15.67%
5 Technology 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$393K 0.07%
+7,277
52
$391K 0.07%
2,380
-660
53
$386K 0.07%
6,505
-1,693
54
$386K 0.07%
2,759
+26
55
$381K 0.07%
+1,103
56
$333K 0.06%
7,731
-2,923
57
$276K 0.05%
2,826
-3,706
58
$254K 0.05%
+5,709
59
$240K 0.04%
2,704
+162
60
$224K 0.04%
+7,756
61
$211K 0.04%
491
-2
62
– –
-6,549
63
– –
-8,705
64
– –
-3,761
65
– –
-12,124
66
– –
-1,227
67
– –
-9,468
68
– –
-4,920
69
– –
-7,609
70
– –
-2,000
71
– –
-4,998
72
– –
-1,735
73
– –
-3,868
74
– –
-6,606
75
– –
-6,329
1 2
3
4