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
$536M
AUM Growth
+$84.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.43M
3
+$1.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.34M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.22M

Top Sells

1
+$653K
2
+$579K
3
+$525K
4
AAPL icon
Apple
AAPL
+$501K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$447K

Sector Composition

1 Financials 12.92%
2 Technology 6.39%
3 Communication Services 5.18%
4 Consumer Staples 2.86%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$151K 0.03%
+338
202
$151K 0.03%
+394
203
$149K 0.03%
+2,176
204
$149K 0.03%
+757
205
$148K 0.03%
+1,281
206
$146K 0.03%
+1,328
207
$146K 0.03%
+4,840
208
$143K 0.03%
+2,325
209
$142K 0.03%
+961
210
$142K 0.03%
+5,024
211
$141K 0.03%
+6,381
212
$140K 0.03%
+8,321
213
$137K 0.03%
+2,895
214
$137K 0.03%
+2,631
215
$137K 0.03%
+861
216
$132K 0.02%
+489
217
$132K 0.02%
+806
218
$131K 0.02%
+351
219
$130K 0.02%
+763
220
$130K 0.02%
+1,817
221
$129K 0.02%
+6,089
222
$129K 0.02%
+579
223
$127K 0.02%
+1,808
224
$125K 0.02%
10,000
225
$125K 0.02%
+2,553
7 8
9
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