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
$146M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$283K
3 +$259K
4
MSFT icon
Microsoft
MSFT
+$224K
5
BX icon
Blackstone
BX
+$219K

Top Sells

1 +$3.4M
2 +$3.34M
3 +$378K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$216K
5
PLD icon
Prologis
PLD
+$116K

Sector Composition

1 Industrials 18.44%
2 Financials 17.52%
3 Healthcare 11.49%
4 Technology 11.12%
5 Real Estate 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-22,800
52
-13,575