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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
651
$0 ﹤0.01%
4
652
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3
653
$0 ﹤0.01%
+4
654
– –
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655
$0 ﹤0.01%
3
656
$0 ﹤0.01%
1
657
– –
-3
658
– –
-3
659
– –
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660
– –
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661
$0 ﹤0.01%
43
662
– –
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663
$0 ﹤0.01%
3
664
$0 ﹤0.01%
5
665
– –
-35
666
$0 ﹤0.01%
5
667
$0 ﹤0.01%
3
668
$0 ﹤0.01%
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