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
626
$5K ﹤0.01%
+178
627
$5K ﹤0.01%
+73
628
$5K ﹤0.01%
+478
629
$5K ﹤0.01%
+105
630
$5K ﹤0.01%
+102
631
$5K ﹤0.01%
+139
632
$4K ﹤0.01%
+61
633
$4K ﹤0.01%
+103
634
$4K ﹤0.01%
+129
635
$4K ﹤0.01%
+143
636
$4K ﹤0.01%
+18
637
$4K ﹤0.01%
+80
638
$4K ﹤0.01%
+95
639
$4K ﹤0.01%
+15
640
$4K ﹤0.01%
+60
641
$4K ﹤0.01%
+30
642
$3K ﹤0.01%
+128
643
$3K ﹤0.01%
+129
644
$3K ﹤0.01%
+51
645
$3K ﹤0.01%
+462
646
$3K ﹤0.01%
+50
647
$3K ﹤0.01%
+129
648
$3K ﹤0.01%
+87
649
$3K ﹤0.01%
+110
650
$3K ﹤0.01%
+83
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