GWM

Graybill Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.47M
3 +$2.37M
4
MTG icon
MGIC Investment
MTG
+$788K
5
FLEX icon
Flex
FLEX
+$42.2K

Top Sells

1 +$2.97M
2 +$2.33M
3 +$1.02M
4
WFT
Weatherford International plc
WFT
+$745K
5
ANAD
ANADIGICS INC
ANAD
+$56K

Sector Composition

1 Technology 17.26%
2 Financials 16.1%
3 Healthcare 13.1%
4 Industrials 10.66%
5 Real Estate 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-32,925
52
-142,585