GWM

Graybill Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 26.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.74M
3
+$2.73M
4
VZ icon
Verizon
VZ
+$1.04M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$49K

Top Sells

1
+$2.17M
2
+$1.96M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$945K
5
TMO icon
Thermo Fisher Scientific
TMO
+$104K

Sector Composition

1 Financials 17.77%
2 Technology 15.8%
3 Healthcare 13.27%
4 Industrials 8.86%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-53,421
1 2
3