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
$721M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.67M
3
+$3.57M
4
CVX icon
Chevron
CVX
+$2.93M
5
BF.B icon
Brown-Forman Class B
BF.B
+$2.54M

Top Sells

1
+$3.87M
2
+$2.23M
3
+$1.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.05M
5
JPM icon
JPMorgan Chase
JPM
+$991K

Sector Composition

1 Financials 26.31%
2 Consumer Staples 15.9%
3 Consumer Discretionary 14.82%
4 Industrials 14.81%
5 Technology 12.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.04%
100
52
$304K 0.04%
669
+10
53
$296K 0.04%
1,681
+100
54
$258K 0.04%
5,133
+288
55
$256K 0.04%
2,041
56
$253K 0.04%
2,615
-207
57
$208K 0.03%
+1,281
1 2
3