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GWS

Glassman Wealth Services Portfolio holdings

AUM $736M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.42M
3
+$1.45M
4
D icon
Dominion Energy
D
+$349K
5
AAPL icon
Apple
AAPL
+$282K

Top Sells

1
+$1.51M
2
+$1.09M
3
+$865K
4
XOM icon
Exxon Mobil
XOM
+$587K
5
VNQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
3,956
477
$3K ﹤0.01%
91
+5
478
$3K ﹤0.01%
47
-2
479
$3K ﹤0.01%
+62
480
$3K ﹤0.01%
48
+37
481
$3K ﹤0.01%
+27
482
$2K ﹤0.01%
14
+11
483
$2K ﹤0.01%
+72
484
$2K ﹤0.01%
55
+7
485
$2K ﹤0.01%
36
+24
486
$2K ﹤0.01%
182
+4
487
$2K ﹤0.01%
+5
488
$2K ﹤0.01%
+19
489
$2K ﹤0.01%
15
+6
490
$2K ﹤0.01%
+63
491
$2K ﹤0.01%
+67
492
$2K ﹤0.01%
4
493
$2K ﹤0.01%
9
+6
494
$2K ﹤0.01%
42
+33
495
$2K ﹤0.01%
95
-8
496
$2K ﹤0.01%
+88
497
$2K ﹤0.01%
25
498
$2K ﹤0.01%
+13
499
$2K ﹤0.01%
+9
500
$2K ﹤0.01%
+30
18 19
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