GWM

Graybill Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 26.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.36%
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
+$3.39M
2
+$2.22M
3
+$325K
4
AAPL icon
Apple
AAPL
+$189K
5
FLEX icon
Flex
FLEX
+$180K

Top Sells

1
+$4.02M
2
+$2.6M
3
+$567K
4
LLY icon
Eli Lilly
LLY
+$407K
5
AMZN icon
Amazon
AMZN
+$402K

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
1 2
3