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
$189M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.8M
3
+$1.98M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.21M
5
UL icon
Unilever
UL
+$104K

Top Sells

1
+$1.96M
2
+$1.15M
3
+$1.11M
4
BLK icon
Blackrock
BLK
+$1.08M
5
SBUX icon
Starbucks
SBUX
+$963K

Sector Composition

1 Financials 15.88%
2 Healthcare 13.69%
3 Technology 12.72%
4 Industrials 11.64%
5 Communication Services 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.11%
850
52
– –
-14,785
1 2
3