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
$177M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.04M
3
+$193K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$114K
5
KMX icon
CarMax
KMX
+$92.2K

Top Sells

1
+$1.32M
2
+$787K
3
+$126K
4
DVN icon
Devon Energy
DVN
+$112K
5
M icon
Macy's
M
+$81K

Sector Composition

1 Financials 16.03%
2 Technology 15.55%
3 Healthcare 12.72%
4 Industrials 11.59%
5 Communication Services 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,800
52
– –
-14,200
53
– –
-84,986
54
– –
-13,037
1 2
3