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
576
$8K ﹤0.01%
+209
577
$8K ﹤0.01%
+156
578
$8K ﹤0.01%
+313
579
$7K ﹤0.01%
+314
580
$7K ﹤0.01%
+327
581
$7K ﹤0.01%
+200
582
$7K ﹤0.01%
+288
583
$7K ﹤0.01%
+61
584
$7K ﹤0.01%
+49
585
$7K ﹤0.01%
+114
586
$7K ﹤0.01%
+158
587
$7K ﹤0.01%
+51
588
$7K ﹤0.01%
+79
589
$7K ﹤0.01%
+480
590
$7K ﹤0.01%
+197
591
$7K ﹤0.01%
+138
592
$7K ﹤0.01%
+198
593
$7K ﹤0.01%
+24
594
$7K ﹤0.01%
+123
595
$7K ﹤0.01%
+86
596
$7K ﹤0.01%
+701
597
$7K ﹤0.01%
+45
598
$6K ﹤0.01%
+77
599
$6K ﹤0.01%
+37
600
$6K ﹤0.01%
+193