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
$514M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$4.05M
3
+$3.4M
4
TROW icon
T. Rowe Price
TROW
+$3.14M
5
DE icon
Deere & Co
DE
+$1.93M

Top Sells

1
+$14.5M
2
+$7.87M
3
+$4.65M
4
PEP icon
PepsiCo
PEP
+$2.97M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Financials 25.07%
2 Industrials 15.34%
3 Consumer Discretionary 14.36%
4 Consumer Staples 14.03%
5 Technology 13.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,476
52
– –
-1,834
53
– –
-137,706
54
– –
-9,277
1 2
3