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
$8.05K0%21 New
+$8.05K
$8.05K0%30 New
+$8.05K
$7.96K0%370 New
+$7.96K
$7.56K0%38 New
+$7.56K
$7.33K0%100 New
+$7.33K
$7K0%60 New
+$7K
$6.69K0%91 New
+$6.69K
$6.35K0%40 New
+$6.35K
$6.23K0%500 New
+$6.23K
$5.82K0%189 New
+$5.82K
$5.78K0%244 New
+$5.78K
$5.63K0%21 New
+$5.63K
$5.52K0%105 New
+$5.52K
$5.14K0%55 New
+$5.14K
$4.98K0%70 New
+$4.98K
$4.86K0%27 New
+$4.86K
$4.74K0%32 New
+$4.74K
$4.73K0%20 New
+$4.73K
$4.66K0%303 New
+$4.66K
$4.61K0%1 New
+$4.61K
$4.23K0%170 New
+$4.23K
$4.11K0%8 New
+$4.11K
$4.06K0%28 New
+$4.06K
$4.04K0%464 New
+$4.04K
$3.7K0%150 New
+$3.7K
1 45678