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
$604M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$4.08M
3
+$3.46M
4
AMGN icon
Amgen
AMGN
+$2.12M
5
WAT icon
Waters Corp
WAT
+$1.77M

Top Sells

1
+$18.8M
2
+$5.1M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.32M
5
WMT icon
Walmart
WMT
+$1.72M

Sector Composition

1 Financials 25.86%
2 Industrials 14.84%
3 Consumer Staples 14.42%
4 Consumer Discretionary 14.28%
5 Technology 13.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.04%
3,654
-36
52
$223K 0.04%
4,285
-403
53
$217K 0.04%
5,925
+245
54
$211K 0.03%
+2,346
55
$205K 0.03%
+4,840
56
– –
-82,169
1 2
3