GWM
Graybill Wealth Management Portfolio holdings
AUM
$306M
This Quarter Return
+1.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 |
Apple
AAPL
|
$14.5M |
| 2 |
SPDR Gold Trust
GLD
|
$11.5M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$10.3M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$10.2M |
| 5 |
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% |
