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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
751
$1K ﹤0.01%
+25
752
$1K ﹤0.01%
+23
753
$1K ﹤0.01%
+30
754
$1K ﹤0.01%
+4
755
$1K ﹤0.01%
34
+26
756
$1K ﹤0.01%
+17
757
$1K ﹤0.01%
+19
758
$1K ﹤0.01%
11
759
$1K ﹤0.01%
12
760
$1K ﹤0.01%
+28
761
$1K ﹤0.01%
+51
762
$1K ﹤0.01%
+48
763
$1K ﹤0.01%
22
764
$1K ﹤0.01%
19
+13
765
$1K ﹤0.01%
60
+15
766
$1K ﹤0.01%
15
+4
767
$1K ﹤0.01%
15
768
$1K ﹤0.01%
22
-4
769
$1K ﹤0.01%
10
770
$1K ﹤0.01%
4
771
$1K ﹤0.01%
+21
772
$1K ﹤0.01%
11
-5
773
$1K ﹤0.01%
54
+42
774
$1K ﹤0.01%
20
+9
775
$1K ﹤0.01%
73
29 30
31
32 33