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
$544M
AUM Growth
+$69.2M
(+15%)
Holding
2,065
Top Buys
| 1 | +$18.3M | |
| 2 | +$3.94M | |
| 3 | +$2.81M | |
| 4 |
Microsoft
MSFT
|
+$1.47M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.22M |
Top Sells
| 1 | +$2.57M | |
| 2 | +$2.37M | |
| 3 | +$1.78M | |
| 4 |
Apple
AAPL
|
+$1.3M |
| 5 |
Walt Disney
DIS
|
+$1.02M |
Sector Composition
| 1 | Technology | 10.59% |
| 2 | Consumer Discretionary | 10.04% |
| 3 | Industrials | 5.8% |
| 4 | Financials | 3.15% |
| 5 | Healthcare | 2.47% |