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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
626
$1K ﹤0.01%
9
627
$1K ﹤0.01%
19
+5
628
$1K ﹤0.01%
7
+4
629
$1K ﹤0.01%
+25
630
$1K ﹤0.01%
13
+4
631
$1K ﹤0.01%
+30
632
$1K ﹤0.01%
+8
633
$1K ﹤0.01%
7
-13
634
$1K ﹤0.01%
5
635
$1K ﹤0.01%
7
636
$1K ﹤0.01%
16
637
$1K ﹤0.01%
+3
638
$1K ﹤0.01%
+12
639
$1K ﹤0.01%
58
640
$1K ﹤0.01%
31
+5
641
$1K ﹤0.01%
15
+7
642
$1K ﹤0.01%
6
643
$1K ﹤0.01%
7
644
$1K ﹤0.01%
37
645
$1K ﹤0.01%
15
646
$1K ﹤0.01%
52
+22
647
$1K ﹤0.01%
13
648
$1K ﹤0.01%
19
+8
649
– –
-300
650
$0 ﹤0.01%
+11
24 25
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