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
$546M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$4.03M
3 +$2.76M
4
NKE icon
Nike
NKE
+$2.42M
5
TROW icon
T. Rowe Price
TROW
+$1.78M

Top Sells

1 +$5.79M
2 +$4.64M
3 +$3.62M
4
WMT icon
Walmart
WMT
+$2.36M
5
ADI icon
Analog Devices
ADI
+$1.45M

Sector Composition

1 Financials 26.72%
2 Consumer Discretionary 15.88%
3 Industrials 15.37%
4 Technology 13.11%
5 Consumer Staples 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.04%
2,445
+150