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
$578M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$6.92M
3
+$6.58M
4
TROW icon
T. Rowe Price
TROW
+$5.89M
5
EMR icon
Emerson Electric
EMR
+$3.65M

Top Sells

1
+$8.73M
2
+$5.51M
3
+$3.97M
4
ADI icon
Analog Devices
ADI
+$2.77M
5
DE icon
Deere & Co
DE
+$2.27M

Sector Composition

1 Financials 25.32%
2 Consumer Discretionary 14.77%
3 Industrials 14.47%
4 Consumer Staples 14.47%
5 Technology 14.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.04%
+5,680
52
$224K 0.04%
3,690
+100
53
– –
-2,042
1 2
3