AWM

Absher Wealth Management Portfolio holdings

AUM $843M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.58%
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 +$12.2M
2 +$4.31M
3 +$2.76M
4
NKE icon
Nike
NKE
+$2.08M
5
TROW icon
T. Rowe Price
TROW
+$1.85M

Top Sells

1 +$5.63M
2 +$4.34M
3 +$3.43M
4
WMT icon
Walmart Inc
WMT
+$2.37M
5
AMGN icon
Amgen
AMGN
+$1.39M

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