GWM

Graybill Wealth Management Portfolio holdings

AUM $306M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$3.78M
2 +$3.18M
3 +$37.7K
4
COST icon
Costco
COST
+$36.4K
5
META icon
Meta Platforms (Facebook)
META
+$15.2K

Sector Composition

1 Financials 19.37%
2 Technology 14.66%
3 Healthcare 13.59%
4 Industrials 9.09%
5 Real Estate 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-42,841