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GLLW

Graves Light Lenhart Wealth Portfolio holdings

AUM $961M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
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
+$5.8M
3
+$5.38M
4
FDX icon
FedEx
FDX
+$4.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.62M

Top Sells

1
+$12M
2
+$3.1M
3
+$655K
4
AAPL icon
Apple
AAPL
+$611K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$472K

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
651
$1K ﹤0.01%
23
652
$1K ﹤0.01%
64
653
$1K ﹤0.01%
103
654
$1K ﹤0.01%
17
655
$1K ﹤0.01%
189
656
$1K ﹤0.01%
5
657
$1K ﹤0.01%
+47
658
$1K ﹤0.01%
34
659
$1K ﹤0.01%
22
660
$1K ﹤0.01%
10
661
– –
-3,475
662
– –
-205
663
– –
-3,353
664
$0 ﹤0.01%
35
665
– –
-3,984
666
– –
-3,824
667
– –
-100
668
– –
-7,239
669
$0 ﹤0.01%
+4
670
– –
-868
671
– –
-352
672
– –
-833
673
$0 ﹤0.01%
2
674
– –
-1,000
675
– –
-585
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