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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
701
$4K ﹤0.01%
71
702
$4K ﹤0.01%
+114
703
$4K ﹤0.01%
+337
704
$4K ﹤0.01%
39
-7
705
$4K ﹤0.01%
796
706
$4K ﹤0.01%
+117
707
$4K ﹤0.01%
+334
708
$4K ﹤0.01%
61
+29
709
$4K ﹤0.01%
90
+71
710
$4K ﹤0.01%
+672
711
$4K ﹤0.01%
66
+49
712
$4K ﹤0.01%
71
+45
713
$4K ﹤0.01%
+159
714
$4K ﹤0.01%
+189
715
$3K ﹤0.01%
+108
716
$3K ﹤0.01%
77
717
$3K ﹤0.01%
65
718
$3K ﹤0.01%
+53
719
$3K ﹤0.01%
+49
720
$3K ﹤0.01%
28
+3
721
$3K ﹤0.01%
137
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722
$3K ﹤0.01%
103
+3
723
$3K ﹤0.01%
124
+101
724
$3K ﹤0.01%
22
-4
725
$3K ﹤0.01%
38
27 28
29
30 31