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
$596M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.25M
3
+$2.15M
4
LMT icon
Lockheed Martin
LMT
+$1.85M
5
EMR icon
Emerson Electric
EMR
+$1.67M

Top Sells

1
+$3.67M
2
+$2.51M
3
+$1.55M
4
PAYX icon
Paychex
PAYX
+$896K
5
BIIB icon
Biogen
BIIB
+$652K

Sector Composition

1 Financials 22.34%
2 Consumer Staples 16.41%
3 Consumer Discretionary 15.88%
4 Industrials 14.85%
5 Technology 13.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.07%
8,277
+1,000
52
$399K 0.07%
6,758
-973
53
$364K 0.06%
2,664
-6,557
54
$228K 0.04%
480
-11
55
$224K 0.04%
2,654
-50
56
$212K 0.04%
+101
57
$209K 0.04%
1,992
-834
58
– –
-2,304
59
– –
-2,902
60
– –
-57,207
61
– –
-6,505
62
– –
-7,756
63
– –
-6,977
1 2
3