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
$665M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.97M
3
+$3.61M
4
CVX icon
Chevron
CVX
+$3.41M
5
EMR icon
Emerson Electric
EMR
+$2.92M

Top Sells

1
+$6.15M
2
+$5.84M
3
+$2.64M
4
MTB icon
M&T Bank
MTB
+$2.11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.34M

Sector Composition

1 Financials 25.53%
2 Industrials 15.54%
3 Consumer Staples 15.2%
4 Consumer Discretionary 14.47%
5 Technology 13.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.05%
6,700
+1,960
52
$299K 0.04%
659
+2
53
$274K 0.04%
2,822
+312
54
$259K 0.04%
100
55
$235K 0.04%
4,307
+426
56
$215K 0.03%
2,041
-450
57
– –
-6,837
1 2
3