GWS

Glassman Wealth Services Portfolio holdings

AUM $653M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,119
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 10.01%
2 Technology 9.4%
3 Industrials 6.15%
4 Financials 3.43%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$29K 0.01%
606
+195
527
$28K 0.01%
+364
528
$28K 0.01%
603
529
$28K 0.01%
240
-100
530
$28K 0.01%
663
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531
$28K 0.01%
266
+168
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$27K 0.01%
134
+2
533
$27K 0.01%
1,494
+106
534
$27K 0.01%
406
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535
$27K 0.01%
269
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536
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357
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537
$27K 0.01%
210
538
$27K 0.01%
1,055
-6
539
$27K 0.01%
564
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540
$27K 0.01%
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541
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567
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542
$27K 0.01%
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543
$27K 0.01%
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$27K 0.01%
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545
$27K 0.01%
128
546
$27K 0.01%
446
547
$26K 0.01%
1,477
548
$26K 0.01%
1,303
549
$26K 0.01%
87
+2
550
$26K 0.01%
576
+41