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
1
$42.8M 5.52%
240,142
-95,900
2
$37.7M 4.86%
87,538
+1,289
3
$35.5M 4.57%
363,718
+22,759
4
$34.9M 4.5%
83,666
+5,557
5
$34.8M 4.48%
204,471
+7,268
6
$34.2M 4.41%
386,853
+74,721
7
$33.4M 4.3%
304,988
+28,152
8
$30.9M 3.98%
190,588
-16,357
9
$30.4M 3.93%
376,865
-44,200
10
$29.9M 3.85%
129,778
-4,822
11
$29.4M 3.79%
151,494
+3,708
12
$27.3M 3.52%
129,455
-839
13
$25.5M 3.29%
233,999
-5,027
14
$24.6M 3.17%
+128,130
15
$24.5M 3.16%
89,087
+1,883
16
$23.8M 3.07%
102,283
-11,513
17
$23.7M 3.06%
665,060
+15,186
18
$23.3M 3%
50,586
-57
19
$23.3M 3%
76,365
+2,708
20
$23.1M 2.98%
71,654
-7,280
21
$23M 2.96%
466,980
-66,616
22
$22.8M 2.94%
25,728
+20
23
$22.8M 2.94%
137,507
+4,946
24
$20.5M 2.65%
139,321
+18,568
25
$20M 2.58%
175,732
-8,107