GWM

Graybill Wealth Management Portfolio holdings

AUM $325M
This Quarter Est. Return
1 Year Est. Return
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 +$3.6M
2 +$221K
3 +$140K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$123K
5
KMX icon
CarMax
KMX
+$96.1K

Top Sells

1 +$1.85M
2 +$1.55M
3 +$761K
4
GE icon
GE Aerospace
GE
+$223K
5
GLD icon
SPDR Gold Trust
GLD
+$68.4K

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