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
651
$3K ﹤0.01%
+46
652
$3K ﹤0.01%
+44
653
$3K ﹤0.01%
+49
654
$3K ﹤0.01%
+50
655
$3K ﹤0.01%
+357
656
$3K ﹤0.01%
+200
657
$3K ﹤0.01%
+1
658
$3K ﹤0.01%
+19
659
$3K ﹤0.01%
+103
660
$3K ﹤0.01%
+229
661
$3K ﹤0.01%
+15
662
$3K ﹤0.01%
+19
663
$3K ﹤0.01%
+200
664
$3K ﹤0.01%
+102
665
$3K ﹤0.01%
+150
666
$2K ﹤0.01%
+10
667
$2K ﹤0.01%
+20
668
$2K ﹤0.01%
+387
669
$2K ﹤0.01%
+89
670
$2K ﹤0.01%
+10
671
$2K ﹤0.01%
+125
672
$2K ﹤0.01%
+93
673
$2K ﹤0.01%
+55
674
$2K ﹤0.01%
+221
675
$2K ﹤0.01%
+41
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