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
$624M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$1.95M
3 +$1.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.19M

Top Sells

1 +$1.75M
2 +$566K
3 +$329K
4
INTU icon
Intuit
INTU
+$245K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$234K

Sector Composition

1 Financials 12.79%
2 Technology 5.98%
3 Communication Services 5.19%
4 Healthcare 2.84%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
35
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603
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405
+365
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434
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608
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-5
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$6K ﹤0.01%
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619
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621
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+454
622
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30
623
$6K ﹤0.01%
143
624
$5K ﹤0.01%
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625
$5K ﹤0.01%
105