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
$775M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$19.8M
3
+$6.61M
4
EMR icon
Emerson Electric
EMR
+$3.08M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$24.4M
2
+$17.1M
3
+$3.57M
4
BF.B icon
Brown-Forman Class B
BF.B
+$3.28M
5
AAPL icon
Apple
AAPL
+$2.68M

Sector Composition

1 Industrials 20.11%
2 Financials 18.96%
3 Consumer Discretionary 17.17%
4 Consumer Staples 15.07%
5 Technology 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.08%
4,643
+977
52
$559K 0.07%
4,606
-355
53
$515K 0.07%
2,763
+226
54
$512K 0.07%
3,306
-40
55
$446K 0.06%
1,706
+25
56
$428K 0.06%
3,712
+1,152
57
$413K 0.05%
1,999
+49
58
$393K 0.05%
2,928
-174
59
$376K 0.05%
644
-33
60
$365K 0.05%
2,142
+101
61
$317K 0.04%
4,875
-79
62
$315K 0.04%
100
63
$258K 0.03%
911
64
$4.49K ﹤0.01%
17
65
$1.9K ﹤0.01%
8
66
– –
-1,214
67
– –
-41,115
1 2
3