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
$160M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$182K
3
+$135K
4
KMX icon
CarMax
KMX
+$119K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$68.6K

Top Sells

1
+$146K
2
+$130K
3
+$110K
4
NXRT
NexPoint Residential Trust
NXRT
+$105K
5
AL icon
Air Lease Corp
AL
+$104K

Sector Composition

1 Financials 19.11%
2 Industrials 18.51%
3 Healthcare 11.11%
4 Energy 10.53%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.16%
6,778
-390
52
$251K 0.16%
13,590
-575
53
$241K 0.15%
+1,150
54
$231K 0.14%
10,585
-845
55
$90K 0.06%
80,000
56
– –
-1,190
1 2
3