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
$154M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$1.39M
3 +$1.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$149K

Top Sells

1 +$86.4K
2 +$57.2K
3 +$48.3K
4
BLK icon
Blackrock
BLK
+$27.4K
5
COST icon
Costco
COST
+$24.9K

Sector Composition

1 Financials 15.06%
2 Technology 14.63%
3 Healthcare 14.02%
4 Communication Services 11.2%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$129K 0.08%
11,950
+690
52
$112K 0.07%
11,800
53
$81K 0.05%
14,200