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
$536M
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.43M
3 +$1.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.22M

Top Sells

1 +$653K
2 +$579K
3 +$525K
4
AAPL icon
Apple
AAPL
+$501K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$447K

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%
+85
552
$10K ﹤0.01%
+120
553
$10K ﹤0.01%
+848
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$10K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$8K ﹤0.01%
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566
$8K ﹤0.01%
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567
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568
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569
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570
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571
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+204
572
$8K ﹤0.01%
+472
573
$8K ﹤0.01%
+150
574
$8K ﹤0.01%
+340
575
$8K ﹤0.01%
+59