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
$221M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$213K
3 +$135K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
KMX icon
CarMax
KMX
+$103K

Top Sells

1 +$1.85M
2 +$1.45M
3 +$765K
4
GE icon
GE Aerospace
GE
+$238K
5
GLD icon
SPDR Gold Trust
GLD
+$67.2K

Sector Composition

1 Technology 15.98%
2 Healthcare 14.23%
3 Financials 13.67%
4 Communication Services 11.64%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,501