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
$203M
AUM Growth
+$296K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$3.29M
2 +$2.22M
3 +$324K
4
AAPL icon
Apple
AAPL
+$181K
5
FLEX icon
Flex
FLEX
+$178K

Top Sells

1 +$4.02M
2 +$2.6M
3 +$567K
4
AMZN icon
Amazon
AMZN
+$402K
5
LLY icon
Eli Lilly
LLY
+$381K

Sector Composition

1 Technology 14.63%
2 Healthcare 13.85%
3 Financials 13.77%
4 Communication Services 11.41%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-500
52
-2,094
53
-55,189
54
-850
55
-12,480