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
$341M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.26%
2 Energy 5.63%
3 Communication Services 5.47%
4 Technology 4.91%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$47K 0.01%
+11,674
152
$38K 0.01%
+10,246