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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
501
$2K ﹤0.01%
+96
502
$2K ﹤0.01%
+22
503
$2K ﹤0.01%
30
+27
504
$2K ﹤0.01%
49
505
$2K ﹤0.01%
+109
506
$2K ﹤0.01%
32
+8
507
$2K ﹤0.01%
22
-2,452
508
$2K ﹤0.01%
74
509
$2K ﹤0.01%
5
-3
510
$2K ﹤0.01%
50
511
– –
0
512
$2K ﹤0.01%
+31
513
$2K ﹤0.01%
107
+12
514
$2K ﹤0.01%
8
-42
515
$2K ﹤0.01%
+51
516
$2K ﹤0.01%
+390
517
$2K ﹤0.01%
+84
518
$2K ﹤0.01%
+32
519
$2K ﹤0.01%
58
+29
520
$2K ﹤0.01%
+54
521
$2K ﹤0.01%
67
522
$2K ﹤0.01%
100
523
$2K ﹤0.01%
19
-10
524
$2K ﹤0.01%
28
525
$2K ﹤0.01%
+38
19 20
21
22 23