GWM
Graybill Wealth Management Portfolio holdings
AUM
$306M
This Quarter Return
+10.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
-$2.75M
(-2.3%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-10.3%
Top 10 Holdings %
Top 10 Hldgs %
30.73%
Holding
65
New
5
Increased
25
Reduced
16
Closed
16
Top Buys
| 1 |
Corning
GLW
|
$2.53M |
| 2 |
MGIC Investment
MTG
|
$2.43M |
| 3 |
Verizon
VZ
|
$2.37M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$2.11M |
| 5 |
iShares MSCI BIC ETF
BKF
|
$2.11M |
Top Sells
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Financials | 14.77% |
| 3 | Healthcare | 12.48% |
| 4 | Industrials | 8.72% |
| 5 | Real Estate | 6.39% |
