GLLW
Graves Light Lenhart Wealth Portfolio holdings
AUM
$943M
1-Year Est. Return
13.5%
1 Year Est. Return
+13.5%
AUM
$943M
AUM Growth
+$41.8M
(+4.6%)
Holding
201
Top Buys
| 1 | +$9.22M | |
| 2 | +$4.22M | |
| 3 | +$3.22M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$2.74M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.91M |
Top Sells
| 1 | +$4.27M | |
| 2 | +$1.38M | |
| 3 | +$1.26M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.09M |
| 5 |
Walt Disney
DIS
|
+$683K |
Sector Composition
| 1 | Financials | 6.86% |
| 2 | Technology | 4.47% |
| 3 | Communication Services | 3.69% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Consumer Staples | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Motorola Solutions
MSI
$65.4B
| – | – |
-470
|
|