GLLW

Graves Light Lenhart Wealth Portfolio holdings

AUM $901M
1-Year Est. Return 9.13%
This Quarter Est. Return
1 Year Est. Return
+9.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$4.47M
3
+$4.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.26M
5
INTC icon
Intel
INTC
+$3.91M

Top Sells

1
+$6.18M
2
+$2.57M
3
+$2.02M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.67M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$735K

Sector Composition

1 Financials 11.58%
2 Technology 7.39%
3 Communication Services 3.82%
4 Consumer Staples 2.41%
5 Healthcare 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K ﹤0.01%
1,000
477
$31K ﹤0.01%
134
478
$31K ﹤0.01%
683
479
$31K ﹤0.01%
717
480
$31K ﹤0.01%
220
481
$31K ﹤0.01%
272
482
$31K ﹤0.01%
750
483
$31K ﹤0.01%
612
-200
484
$30K ﹤0.01%
398
485
$30K ﹤0.01%
+1,200
486
$29K ﹤0.01%
1,488
+192
487
$29K ﹤0.01%
262
488
$29K ﹤0.01%
500
489
$29K ﹤0.01%
393
490
$29K ﹤0.01%
127
491
$28K ﹤0.01%
101
492
$28K ﹤0.01%
155
493
$27K ﹤0.01%
279
494
$27K ﹤0.01%
370
495
$27K ﹤0.01%
655
496
$27K ﹤0.01%
354
497
$27K ﹤0.01%
1,116
498
$26K ﹤0.01%
352
499
$26K ﹤0.01%
391
500
$25K ﹤0.01%
160
18 19
20
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