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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
$164M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.42M
3
+$1.45M
4
D icon
Dominion Energy
D
+$349K
5
AAPL icon
Apple
AAPL
+$282K

Top Sells

1
+$1.51M
2
+$1.09M
3
+$865K
4
XOM icon
Exxon Mobil
XOM
+$587K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$518K

Sector Composition

1 Industrials 14.63%
2 Consumer Discretionary 10.37%
3 Financials 7.19%
4 Technology 7.19%
5 Energy 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
4
727
$0 ﹤0.01%
+90
728
$0 ﹤0.01%
41
+34
729
– –
-1,000
730
$0 ﹤0.01%
+4
731
$0 ﹤0.01%
+23
732
– –
-10,000
733
$0 ﹤0.01%
3
-5
734
$0 ﹤0.01%
+10
735
$0 ﹤0.01%
+5
736
$0 ﹤0.01%
+9
737
$0 ﹤0.01%
+7
738
– –
-25
739
– –
-37,000
740
$0 ﹤0.01%
3
-6
741
$0 ﹤0.01%
+5
742
$0 ﹤0.01%
+17
743
$0 ﹤0.01%
3
744
$0 ﹤0.01%
+9
745
$0 ﹤0.01%
+5
746
$0 ﹤0.01%
5
+1
747
$0 ﹤0.01%
3
748
$0 ﹤0.01%
3
749
$0 ﹤0.01%
3
750
$0 ﹤0.01%
+9
28 29
30
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