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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
776
$1K ﹤0.01%
+14
777
$1K ﹤0.01%
15
778
$1K ﹤0.01%
+6
779
$1K ﹤0.01%
+21
780
$1K ﹤0.01%
+21
781
$1K ﹤0.01%
+46
782
$1K ﹤0.01%
+25
783
$1K ﹤0.01%
+3
784
$1K ﹤0.01%
14
-50
785
$1K ﹤0.01%
4
-13
786
$1K ﹤0.01%
+21
787
$1K ﹤0.01%
38
788
$1K ﹤0.01%
+45
789
$1K ﹤0.01%
47
+31
790
$1K ﹤0.01%
48
+44
791
$1K ﹤0.01%
64
+62
792
$1K ﹤0.01%
+27
793
$1K ﹤0.01%
1
794
$1K ﹤0.01%
+30
795
$1K ﹤0.01%
+156
796
$1K ﹤0.01%
+68
797
$1K ﹤0.01%
+13
798
$1K ﹤0.01%
+11
799
$1K ﹤0.01%
+14
800
$1K ﹤0.01%
41
+16
30 31
32
33 34