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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
$230M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$2.98M
3
+$2.86M
4
XOM icon
Exxon Mobil
XOM
+$1.72M
5
AAPL icon
Apple
AAPL
+$291K

Top Sells

1
+$1.68M
2
+$1.04M
3
+$601K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$538K
5
ALGN icon
Align Technology
ALGN
+$308K

Sector Composition

1 Consumer Discretionary 14.82%
2 Industrials 14.64%
3 Technology 9.16%
4 Financials 7.33%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+84
702
$2K ﹤0.01%
+57
703
$2K ﹤0.01%
28
+4
704
$2K ﹤0.01%
37
+27
705
$2K ﹤0.01%
+28
706
$2K ﹤0.01%
83
+56
707
$2K ﹤0.01%
+34
708
$2K ﹤0.01%
81
+72
709
$2K ﹤0.01%
48
+28
710
$2K ﹤0.01%
11
+8
711
$2K ﹤0.01%
71
+50
712
$2K ﹤0.01%
90
713
$2K ﹤0.01%
48
+38
714
$2K ﹤0.01%
21
+12
715
$2K ﹤0.01%
+43
716
$2K ﹤0.01%
+39
717
$2K ﹤0.01%
120
+14
718
$2K ﹤0.01%
+23
719
$2K ﹤0.01%
+252
720
$2K ﹤0.01%
28
+6
721
$2K ﹤0.01%
+13
722
$2K ﹤0.01%
80
+72
723
$2K ﹤0.01%
33
-167
724
$2K ﹤0.01%
106
+6
725
$2K ﹤0.01%
38
+18
27 28
29
30 31