GWM
Graybill Wealth Management Portfolio holdings
AUM
$339M
1-Year Est. Return
26.35%
This Fund
S&P 500
1 Year Est. Return
+26.35%
AUM
$339M
AUM Growth
+$13.6M
(+4.2%)
Holding
84
Top Buys
| 1 | +$1.6M | |
| 2 | +$907K | |
| 3 | +$604K | |
| 4 |
Broadcom
AVGO
|
+$456K |
| 5 |
PepsiCo
PEP
|
+$412K |
Top Sells
| 1 | +$255K | |
| 2 | +$243K | |
| 3 | +$223K | |
| 4 |
Apple
AAPL
|
+$161K |
| 5 |
Diageo
DEO
|
+$78.4K |
Sector Composition
| 1 | Technology | 23.38% |
| 2 | Industrials | 13.83% |
| 3 | Financials | 13.09% |
| 4 | Healthcare | 9.52% |
| 5 | Communication Services | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Bitcoin Trust
IBIT
$51.9B
| $293K | 0.09% |
5,900
|
|
||
77
Lam Research
LRCX
$271B
| $267K | 0.08% |
1,560
-30
|
|
||
78
Equity Residential
EQR
$23.7B
| $265K | 0.08% |
+4,196
|
|
||
79
State Street Utilities Select Sector SPDR ETF
XLU
$24B
| $253K | 0.07% |
5,936
-70
|
|
||
80
Unilever
UL
$151B
| $246K | 0.07% |
3,764
-210
|
|
||
81
Ford
F
$50.7B
| $177K | 0.05% |
13,500
|
|
||
82
Oracle
ORCL
$428B
| – | – |
-865
|
|
||
83
Palantir
PLTR
$352B
| – | – |
-1,400
|
|
||
|
OKLO
84
Oklo
OKLO
$9.89B
| – | – |
-2,000
|
|