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

Top Buys

1
+$3.04M
2
+$1.95M
3
+$1.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.19M

Top Sells

1
+$1.75M
2
+$542K
3
+$329K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$232K
5
INTU icon
Intuit
INTU
+$217K

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
726
– –
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727
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728
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20
729
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1
731
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733
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738
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741
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750
$0 ﹤0.01%
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