GWM

Graybill Wealth Management Portfolio holdings

AUM $306M
This Quarter Est. Return
1 Year Est. Return
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 +$2.92M
2 +$2.89M
3 +$1.98M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.18M
5
UL icon
Unilever
UL
+$103K

Top Sells

1 +$1.87M
2 +$1.29M
3 +$1.25M
4
BLK icon
Blackrock
BLK
+$1.12M
5
SBUX icon
Starbucks
SBUX
+$1M

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