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
$600M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$4.44M
3
+$3.7M
4
ADI icon
Analog Devices
ADI
+$3.42M
5
RL icon
Ralph Lauren
RL
+$3.27M

Top Sells

1
+$5.82M
2
+$5.14M
3
+$5.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.26M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Financials 26.36%
2 Consumer Staples 15.46%
3 Consumer Discretionary 14.57%
4 Industrials 14.29%
5 Technology 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.04%
657
52
$264K 0.04%
+2,491
53
$254K 0.04%
100
54
$227K 0.04%
6,837
+912
55
$222K 0.04%
2,510
+164
56
$216K 0.04%
4,366
+81
57
$206K 0.03%
4,740
-100
58
– –
-488
1 2
3