GWM

Graybill Wealth Management Portfolio holdings

AUM $291M
AUM
$291M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow %
100%
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

1Technology21.09%
2Financials13.69%
3Industrials11.66%
4Healthcare8.72%
5Energy6.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$17.3K0.01%100 New
+$17.3K
$16.8K0.01%25 New
+$16.8K
$16K0.01%299 New
+$16K
$15K0.01%49 New
+$15K
$14.4K0%80 New
+$14.4K
$14.2K0%503 New
+$14.2K
$13.8K0%229 New
+$13.8K
$13.6K0%100 New
+$13.6K
$13.2K0%235 New
+$13.2K
$12.8K0%150 New
+$12.8K
$12.7K0%121 New
+$12.7K
$12K0%300 New
+$12K
$11.7K0%36 New
+$11.7K
$11.1K0%500 New
+$11.1K
$10.9K0%300 New
+$10.9K
$10.7K0%21 New
+$10.7K
$10.6K0%356 New
+$10.6K
$9.79K0%150 New
+$9.79K
$9.47K0%250 New
+$9.47K
$9.45K0%130 New
+$9.45K
$9.4K0%55 New
+$9.4K
$9.33K0%40 New
+$9.33K
$9K0%30 New
+$9K
$8.97K0%120 New
+$8.97K
$8.45K0%108 New
+$8.45K
1 45678