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

Top Buys

1 +$7.58M
2 +$6.64M
3 +$6.48M
4
TROW icon
T. Rowe Price
TROW
+$5.81M
5
EMR icon
Emerson Electric
EMR
+$3.64M

Top Sells

1 +$8.31M
2 +$5.45M
3 +$4.47M
4
ADI icon
Analog Devices
ADI
+$3.05M
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