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
$120M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$2.45M
3 +$1.67M
4
KMX icon
CarMax
KMX
+$1.34M
5
AAPL icon
Apple
AAPL
+$388K

Top Sells

1 +$4.23M
2 +$2.6M
3 +$2.29M
4
AGN
Allergan plc
AGN
+$340K
5
GE icon
GE Aerospace
GE
+$274K

Sector Composition

1 Financials 17.11%
2 Healthcare 15.04%
3 Industrials 14.82%
4 Technology 10.81%
5 Real Estate 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-55,611
52
-1,790