GWM

Graybill Wealth Management Portfolio holdings

AUM $339M
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
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
+$15.2M
2
+$12M
3
+$10.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.8M

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 Change
in Stake 		Capital Flow
176
$3.48K ﹤0.01%
+66
177
$3.41K ﹤0.01%
+74
178
$3.32K ﹤0.01%
+75
179
$3.25K ﹤0.01%
+10
180
$3K ﹤0.01%
+50
181
$2.99K ﹤0.01%
+15
182
$2.96K ﹤0.01%
+100
183
$1.54K ﹤0.01%
+25
184
$1.14K ﹤0.01%
+183
185
$968 ﹤0.01%
+6
186
$547 ﹤0.01%
+51
187
$141 ﹤0.01%
+50
188
$23 ﹤0.01%
+4
189
$0 ﹤0.01%
+5,000
190
$0 ﹤0.01%
+625
4 5 6 7
8