GWM

Graybill Wealth Management Portfolio holdings

AUM $306M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$11.5M
3 +$10.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M
5
RTX icon
RTX Corp
RTX
+$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%