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
$205M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.06M
3
+$734K
4
V icon
Visa
V
+$728K
5
SO icon
Southern Company
SO
+$484K

Top Sells

1
+$4.24M
2
+$3.84M
3
+$3.6M
4
LNG icon
Cheniere Energy
LNG
+$1.59M
5
AAPL icon
Apple
AAPL
+$1.2M

Sector Composition

1 Technology 18.41%
2 Financials 14.17%
3 Healthcare 12.32%
4 Communication Services 10.45%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-65,073
52
– –
-10,540
1 2
3