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 | |
|---|---|---|---|---|---|---|---|
| $3.48K | 0% | 66 | New | +$3.48K | |||
| $3.41K | 0% | 74 | New | +$3.41K | |||
| $3.32K | 0% | 75 | New | +$3.32K | |||
| $3.25K | 0% | 10 | New | +$3.25K | |||
| $3K | 0% | 50 | New | +$3K | |||
| $2.99K | 0% | 15 | New | +$2.99K | |||
| $2.96K | 0% | 100 | New | +$2.96K | |||
| $1.54K | 0% | 25 | New | +$1.54K | |||
| $1.14K | 0% | 183 | New | +$1.14K | |||
| $968 | 0% | 6 | New | +$968 | |||
| $547 | 0% | 51 | New | +$547 | |||
| $141 | 0% | 50 | New | +$141 | |||
| $23 | 0% | 35 | New | +$23 | |||
| $0 | 0% | 625 | New | – | |||
| $0 | 0% | 5,000 | New | – |
