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
$541M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$4.16M
3 +$3.12M
4
AMGN icon
Amgen
AMGN
+$1.55M
5
MCY icon
Mercury Insurance
MCY
+$1.15M

Top Sells

1 +$8.37M
2 +$3.23M
3 +$1.55M
4
TROW icon
T. Rowe Price
TROW
+$1.39M
5
IBM icon
IBM
IBM
+$1.33M

Sector Composition

1 Financials 23.5%
2 Consumer Discretionary 16.22%
3 Consumer Staples 16.17%
4 Industrials 15.67%
5 Technology 13.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,610
77
-1,800
78
-19,333