GWM

Graybill Wealth Management Portfolio holdings

AUM $325M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.19M
3
+$1.64M
4
DEO icon
Diageo
DEO
+$624K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$316K

Top Sells

1
+$4.17M
2
+$3.5M
3
+$3.29M
4
KVUE icon
Kenvue
KVUE
+$2.07M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.87M

Sector Composition

1 Technology 20.51%
2 Financials 14.14%
3 Industrials 11.94%
4 Healthcare 8.82%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.96%
60,343
-455
27
$4.64M 1.95%
16,619
+92
28
$4.5M 1.89%
27,877
-8,523
29
$4.48M 1.89%
118,246
+2,050
30
$4.19M 1.77%
+109,908
31
$4.13M 1.74%
16,685
+315
32
$4.04M 1.7%
27,193
+4,196
33
$3.96M 1.67%
32,383
-63
34
$3.8M 1.6%
41,621
+1,533
35
$3.78M 1.59%
18,849
-37
36
$3.69M 1.56%
23,350
+796
37
$3.58M 1.51%
27,470
+784
38
$3.5M 1.47%
4,777
-151
39
$3.47M 1.46%
67,595
+4,322
40
$2.96M 1.25%
68,325
-30,395
41
$2.89M 1.22%
16,539
+441
42
$2.79M 1.17%
32,010
+346
43
$2.17M 0.92%
67,481
+2,500
44
$1.64M 0.69%
+29,195
45
$1.14M 0.48%
2,178
+147
46
$700K 0.3%
900
47
$691K 0.29%
6,422
+165
48
$525K 0.22%
7,069
+596
49
$377K 0.16%
6,204
+384
50
$321K 0.14%
11,906
+595
1
2
3