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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
651
$5K ﹤0.01%
122
+115
652
$5K ﹤0.01%
62
-20
653
$5K ﹤0.01%
13
+9
654
$5K ﹤0.01%
184
+55
655
$5K ﹤0.01%
205
+115
656
$5K ﹤0.01%
92
+79
657
$4K ﹤0.01%
+113
658
$4K ﹤0.01%
+222
659
$4K ﹤0.01%
+96
660
$4K ﹤0.01%
30
-3
661
$4K ﹤0.01%
229
-103
662
$4K ﹤0.01%
+80
663
$4K ﹤0.01%
+732
664
$4K ﹤0.01%
+1,574
665
$4K ﹤0.01%
20
666
$4K ﹤0.01%
49
-1
667
$4K ﹤0.01%
240
+3
668
$4K ﹤0.01%
62
-6
669
$4K ﹤0.01%
+2,210
670
$4K ﹤0.01%
93
+76
671
$4K ﹤0.01%
84
+27
672
$4K ﹤0.01%
57
-5
673
$4K ﹤0.01%
43
+9
674
$4K ﹤0.01%
116
+58
675
$4K ﹤0.01%
46
25 26
27
28 29