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
$168M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$258K
3 +$198K
4
NXRT
NexPoint Residential Trust
NXRT
+$139K
5
KMI icon
Kinder Morgan
KMI
+$109K

Top Sells

1 +$3.32M
2 +$1.12M
3 +$1.05M
4
SO icon
Southern Company
SO
+$349K
5
ADP icon
Automatic Data Processing
ADP
+$127K

Sector Composition

1 Technology 17.73%
2 Financials 13.88%
3 Healthcare 12.93%
4 Industrials 9.29%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-127,399