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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
726
$0 ﹤0.01%
+5
727
$0 ﹤0.01%
16
728
– –
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729
– –
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730
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-73
731
– –
-3,340
732
$0 ﹤0.01%
1
733
– –
0
734
– –
-119
735
– –
-603
736
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737
$0 ﹤0.01%
+11
738
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739
$0 ﹤0.01%
18
740
$0 ﹤0.01%
1
741
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742
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743
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744
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745
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746
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-750
747
– –
-3,054
748
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749
– –
-254
750
$0 ﹤0.01%
5
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