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
601
$6K ﹤0.01%
+182
602
$6K ﹤0.01%
+193
603
$6K ﹤0.01%
+24
604
$6K ﹤0.01%
+35
605
$6K ﹤0.01%
+77
606
$6K ﹤0.01%
+37
607
$6K ﹤0.01%
+247
608
$6K ﹤0.01%
+578
609
$6K ﹤0.01%
+200
610
$6K ﹤0.01%
+479
611
$6K ﹤0.01%
+167
612
$6K ﹤0.01%
+204
613
$6K ﹤0.01%
+2,450
614
$5K ﹤0.01%
+110
615
$5K ﹤0.01%
+35
616
$5K ﹤0.01%
+204
617
$5K ﹤0.01%
+85
618
$5K ﹤0.01%
+105
619
$5K ﹤0.01%
+102
620
$5K ﹤0.01%
+139
621
$5K ﹤0.01%
+7
622
$5K ﹤0.01%
+42
623
$5K ﹤0.01%
+36
624
$5K ﹤0.01%
+145
625
$5K ﹤0.01%
+66
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