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
$717M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$5.7M
3
+$5.1M
4
FDX icon
FedEx
FDX
+$4.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.62M

Top Sells

1
+$11.8M
2
+$3.37M
3
+$659K
4
AAPL icon
Apple
AAPL
+$635K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$479K

Sector Composition

1 Financials 11.75%
2 Technology 6.71%
3 Communication Services 4.2%
4 Energy 2.44%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
36
602
$4K ﹤0.01%
66
603
$4K ﹤0.01%
89
604
$4K ﹤0.01%
105
605
$4K ﹤0.01%
1
606
$4K ﹤0.01%
9
607
$4K ﹤0.01%
19
608
$4K ﹤0.01%
154
609
$4K ﹤0.01%
2,450
610
$3K ﹤0.01%
110
611
$3K ﹤0.01%
50
612
$3K ﹤0.01%
9
613
$3K ﹤0.01%
4
614
$3K ﹤0.01%
43
615
$3K ﹤0.01%
129
616
$3K ﹤0.01%
17
617
$3K ﹤0.01%
21
-342
618
$3K ﹤0.01%
19
619
$3K ﹤0.01%
229
620
$2K ﹤0.01%
23
621
$2K ﹤0.01%
50
622
$2K ﹤0.01%
41
+1
623
$2K ﹤0.01%
125
624
$2K ﹤0.01%
16
-1,188
625
$2K ﹤0.01%
+36
23 24
25
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