GLLW

Graves Light Lenhart Wealth Portfolio holdings

AUM $943M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.51M
3
+$1.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.14M

Top Sells

1
+$599K
2
+$596K
3
+$458K
4
AAPL icon
Apple
AAPL
+$454K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$425K

Sector Composition

1 Financials 12.92%
2 Technology 6.39%
3 Communication Services 5.18%
4 Consumer Staples 2.86%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
+611
552
$10K ﹤0.01%
+88
553
$10K ﹤0.01%
+295
554
$10K ﹤0.01%
+848
555
$9K ﹤0.01%
+134
556
$9K ﹤0.01%
+222
557
$9K ﹤0.01%
+490
558
$9K ﹤0.01%
+205
559
$9K ﹤0.01%
+112
560
$9K ﹤0.01%
+290
561
$9K ﹤0.01%
+296
562
$9K ﹤0.01%
+519
563
$9K ﹤0.01%
+590
564
$8K ﹤0.01%
+78
565
$8K ﹤0.01%
+200
566
$8K ﹤0.01%
+340
567
$8K ﹤0.01%
+59
568
$8K ﹤0.01%
+209
569
$8K ﹤0.01%
+156
570
$8K ﹤0.01%
+313
571
$8K ﹤0.01%
+102
572
$8K ﹤0.01%
+227
573
$8K ﹤0.01%
+967
574
$8K ﹤0.01%
+92
575
$8K ﹤0.01%
+94
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