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AWM

Absher Wealth Management Portfolio holdings

AUM $853M
1-Year Est. Return 14.81%
This Fund
S&P 500
This Quarter Est. Return
+0.59%
1 Year Est. Return
+14.81%
3 Year Est. Return
+52.35%
5 Year Est. Return
+60.22%
10 Year Est. Return
–
AUM
$853M
AUM Growth
+$9.89M
Cap. Flow
+$6.13M
Cap. Flow %
0.72%
Top 10 Hldgs %
45.41%
Holding
78
New
5
Increased
20
Reduced
39
Closed
8

Top Buys

1
ADP icon
Automatic Data Processing
ADP
+$47.5M
2
ABT icon
Abbott
ABT
+$15.3M
3
V icon
Visa
V
+$11.8M
4
EMR icon
Emerson Electric
EMR
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$9.45M

Top Sells

1
PAYX icon
Paychex
PAYX
+$30.7M
2
CVX icon
Chevron
CVX
+$11.9M
3
SBUX icon
Starbucks
SBUX
+$8.22M
4
MTB icon
M&T Bank
MTB
+$6.45M
5
SNA icon
Snap-on
SNA
+$5.62M

Sector Composition

1 Industrials 23.52%
2 Technology 17.45%
3 Financials 16.26%
4 Consumer Discretionary 12.21%
5 Healthcare 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
76
Paychex
PAYX
$40.7B
– –
-273,824
Closed -$30.7M
XOM icon
77
ExxonMobil
XOM
$605B
– –
-2,084
Closed -$251K
1 2 3
4

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