GWM
Graybill Wealth Management Portfolio holdings
AUM
$325M
1 Year Est. Return
–
AUM
$325M
AUM Growth
+$19.1M
(+6.2%)
Holding
85
Top Buys
| 1 | +$3.74M | |
| 2 | +$2.59M | |
| 3 | +$1.66M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$439K |
| 5 |
CALI
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
|
+$304K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$2.03M | |
| 3 | +$2.02M | |
| 4 |
Williams Companies
WMB
|
+$1.54M |
| 5 |
Brookfield
BN
|
+$606K |
Sector Composition
| 1 | Technology | 24.97% |
| 2 | Industrials | 13.94% |
| 3 | Financials | 13.44% |
| 4 | Healthcare | 8.96% |
| 5 | Communication Services | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Unilever
UL
$146B
| $265K | 0.08% |
4,471
-325
|
|
||
77
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
| $262K | 0.08% |
3,003
-175
|
|
||
78
Palantir
PLTR
$407B
| $255K | 0.08% |
+1,400
|
|
||
79
Oracle
ORCL
$573B
| $243K | 0.07% |
865
-50
|
|
||
|
OKLO
80
Oklo
OKLO
$14.3B
| $223K | 0.07% |
+2,000
|
|
||
81
Lam Research
LRCX
$199B
| $213K | 0.07% |
+1,590
|
|
||
82
Ford
F
$51.6B
| $161K | 0.05% |
13,500
-3,000
|
|
||
83
CarMax
KMX
$5.68B
| – | – |
-57,036
|
|
||
84
iShares Floating Rate Bond ETF
FLOT
$8.95B
| – | – |
-4,000
|
|
||
85
Comcast
CMCSA
$98.5B
| – | – |
-56,498
|
|