GWS
Glassman Wealth Services Portfolio holdings
AUM
$741M
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$164M
AUM Growth
+$10.7M
(+7%)
Holding
892
Top Buys
| 1 | +$2.71M | |
| 2 | +$2.42M | |
| 3 | +$1.45M | |
| 4 |
Dominion Energy
D
|
+$349K |
| 5 |
Apple
AAPL
|
+$282K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.09M | |
| 3 | +$865K | |
| 4 |
Exxon Mobil
XOM
|
+$587K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$518K |
Sector Composition
| 1 | Industrials | 14.63% |
| 2 | Consumer Discretionary | 10.37% |
| 3 | Financials | 7.19% |
| 4 | Technology | 7.19% |
| 5 | Energy | 3.52% |