GWM
Graybill Wealth Management Portfolio holdings
AUM
$306M
This Quarter Return
-0.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.1%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.84M |
| 2 |
Pfizer
PFE
|
$3.58M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$3.28M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.13M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.7% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 9.34% |
| 4 | Real Estate | 6.34% |
| 5 | Communication Services | 5.81% |
