AWM
Absher Wealth Management Portfolio holdings
AUM
$853M
1-Year Est. Return
14.81%
This Fund
S&P 500
1 Year Est. Return
+14.81%
AUM
$853M
AUM Growth
+$9.89M
(+1.2%)
Holding
78
Top Buys
| 1 | +$47.5M | |
| 2 | +$15.3M | |
| 3 | +$11.8M | |
| 4 |
Emerson Electric
EMR
|
+$11.1M |
| 5 |
Microsoft
MSFT
|
+$9.45M |
Top Sells
| 1 | +$30.7M | |
| 2 | +$11.9M | |
| 3 | +$8.22M | |
| 4 |
M&T Bank
MTB
|
+$6.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Exxon Mobil
XOM
$602B
| – | – |
-2,084
|
|
||
77
Brown-Forman Class B
BF.B
$11.8B
| – | – |
-26,935
|
|