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

Top Buys

1
+$17.6M
2
+$3.99M
3
+$3.27M
4
AMGN icon
Amgen
AMGN
+$2.21M
5
WAT icon
Waters Corp
WAT
+$1.85M

Top Sells

1
+$18.8M
2
+$4.91M
3
+$3.83M
4
AAPL icon
Apple
AAPL
+$2.98M
5
WMT icon
Walmart Inc
WMT
+$1.66M

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%
3,809
-358
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