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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
751
$3K ﹤0.01%
21
+3
752
$3K ﹤0.01%
+429
753
$3K ﹤0.01%
104
+6
754
$3K ﹤0.01%
210
+155
755
$3K ﹤0.01%
63
+54
756
$3K ﹤0.01%
+419
757
$3K ﹤0.01%
266
-34
758
$3K ﹤0.01%
190
759
$3K ﹤0.01%
86
+65
760
$3K ﹤0.01%
12
+8
761
$3K ﹤0.01%
68
+29
762
$3K ﹤0.01%
75
+15
763
$3K ﹤0.01%
42
-3
764
$3K ﹤0.01%
58
765
$3K ﹤0.01%
221
+138
766
$3K ﹤0.01%
14
767
$3K ﹤0.01%
166
+99
768
$3K ﹤0.01%
684
+372
769
$3K ﹤0.01%
87
+15
770
$3K ﹤0.01%
60
+35
771
$3K ﹤0.01%
15
+12
772
$3K ﹤0.01%
98
+42
773
$3K ﹤0.01%
642
+549
774
$3K ﹤0.01%
103
+3
775
$3K ﹤0.01%
+35
29 30
31
32 33