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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
$322M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,679
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3M
3
+$2.2M
4
AAPL icon
Apple
AAPL
+$561K
5
MRK icon
Merck
MRK
+$477K

Top Sells

1
+$3.06M
2
+$2.11M
3
+$999K
4
RTN
Raytheon Company
RTN
+$292K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$284K

Sector Composition

1 Technology 12.3%
2 Consumer Discretionary 11.38%
3 Industrials 6.37%
4 Financials 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
79
-20
627
$5K ﹤0.01%
48
+44
628
$5K ﹤0.01%
103
-15
629
$5K ﹤0.01%
106
+101
630
$5K ﹤0.01%
155
+127
631
$5K ﹤0.01%
245
632
$5K ﹤0.01%
58
+18
633
$5K ﹤0.01%
51
+36
634
$5K ﹤0.01%
+120
635
$5K ﹤0.01%
92
-7
636
$5K ﹤0.01%
+473
637
$5K ﹤0.01%
32
-8
638
$5K ﹤0.01%
56
+49
639
$5K ﹤0.01%
37
-3
640
$5K ﹤0.01%
265
-17
641
$5K ﹤0.01%
117
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642
$5K ﹤0.01%
17
+6
643
$5K ﹤0.01%
540
+47
644
$5K ﹤0.01%
+534
645
$5K ﹤0.01%
459
646
$5K ﹤0.01%
+86
647
$5K ﹤0.01%
202
648
$5K ﹤0.01%
+73
649
$5K ﹤0.01%
88
-14
650
$5K ﹤0.01%
85
+40
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