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
601
$6K ﹤0.01%
+24
602
$6K ﹤0.01%
+35
603
$6K ﹤0.01%
+200
604
$6K ﹤0.01%
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605
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607
$6K ﹤0.01%
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608
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610
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611
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612
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613
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+2,450
614
$5K ﹤0.01%
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615
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+85
616
$5K ﹤0.01%
+42
617
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618
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619
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620
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+370
621
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+205
622
$5K ﹤0.01%
+7
623
$5K ﹤0.01%
+110
624
$5K ﹤0.01%
+35
625
$5K ﹤0.01%
+283