GWM
Graybill Wealth Management Portfolio holdings
AUM $291M
AUM
$291M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
33.49%
Holding
190
New
190
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $14.5M | |
| 2 | $11.5M | |
| 3 | $10.3M | |
| 4 | $10.2M | |
| 5 | $9.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.09% |
| 2 | Financials | 13.69% |
| 3 | Industrials | 11.66% |
| 4 | Healthcare | 8.72% |
| 5 | Energy | 6.29% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $43.3K | 0.01% | 702 | New | +$43.3K | |||
| $43.3K | 0.01% | 2,000 | New | +$43.3K | |||
| $42.1K | 0.01% | 1,007 | New | +$42.1K | |||
| $40.8K | 0.01% | 150 | New | +$40.8K | |||
| $39.1K | 0.01% | 280 | New | +$39.1K | |||
| $38K | 0.01% | 600 | New | +$38K | |||
| $37.3K | 0.01% | 180 | New | +$37.3K | |||
| $37.2K | 0.01% | 192 | New | +$37.2K | |||
| $36.5K | 0.01% | 1,000 | New | +$36.5K | |||
| $36.3K | 0.01% | 140 | New | +$36.3K | |||
| $33.2K | 0.01% | 200 | New | +$33.2K | |||
| $32.9K | 0.01% | 1,275 | New | +$32.9K | |||
| $29.4K | 0.01% | 247 | New | +$29.4K | |||
| $26.4K | 0.01% | 240 | New | +$26.4K | |||
| $26.4K | 0.01% | 1,350 | New | +$26.4K | |||
| $26.3K | 0.01% | 33 | New | +$26.3K | |||
| $24.1K | 0.01% | 1,000 | New | +$24.1K | |||
| $23.2K | 0.01% | 100 | New | +$23.2K | |||
| $22.9K | 0.01% | 137 | New | +$22.9K | |||
| $21.5K | 0.01% | 636 | New | +$21.5K | |||
| $20.6K | 0.01% | 665 | New | +$20.6K | |||
| $19.3K | 0.01% | 44 | New | +$19.3K | |||
| $18.5K | 0.01% | 277 | New | +$18.5K | |||
| $18K | 0.01% | 272 | New | +$18K | |||
| $17.5K | 0.01% | 190 | New | +$17.5K |
