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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
$154M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$243K
3
+$215K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$198K
5
JBGS
JBG SMITH
JBGS
+$109K

Top Sells

1
+$1.3M
2
+$247K
3
+$240K
4
XYZ
Block Inc
XYZ
+$151K
5
VNO icon
Vornado Realty Trust
VNO
+$117K

Sector Composition

1 Industrials 12.78%
2 Consumer Discretionary 9.63%
3 Financials 7.6%
4 Technology 5.76%
5 Energy 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
5
502
$1K ﹤0.01%
31
503
$1K ﹤0.01%
11
504
$1K ﹤0.01%
9
+6
505
$1K ﹤0.01%
14
506
$1K ﹤0.01%
48
+20
507
$1K ﹤0.01%
9
508
$1K ﹤0.01%
3,956
509
$1K ﹤0.01%
5
510
$1K ﹤0.01%
16
511
$1K ﹤0.01%
58
512
$1K ﹤0.01%
+26
513
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8
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$1K ﹤0.01%
6
515
$1K ﹤0.01%
16
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$1K ﹤0.01%
7
517
$1K ﹤0.01%
27
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$1K ﹤0.01%
29
519
$1K ﹤0.01%
13
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520
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$1K ﹤0.01%
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522
$1K ﹤0.01%
+127
523
$1K ﹤0.01%
44
524
$1K ﹤0.01%
30
525
$1K ﹤0.01%
7
19 20
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