We are live on ! Find out more
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
$544M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$3.94M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.22M

Top Sells

1
+$2.57M
2
+$2.37M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.3M
5
DIS icon
Walt Disney
DIS
+$1.02M

Sector Composition

1 Technology 10.59%
2 Consumer Discretionary 10.04%
3 Industrials 5.8%
4 Financials 3.15%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$11K ﹤0.01%
144
+94
777
$11K ﹤0.01%
71
-43
778
$10K ﹤0.01%
41
+6
779
$10K ﹤0.01%
185
+49
780
$10K ﹤0.01%
432
+138
781
$10K ﹤0.01%
231
782
$10K ﹤0.01%
143
+128
783
$10K ﹤0.01%
105
+37
784
$10K ﹤0.01%
84
+32
785
$10K ﹤0.01%
617
+30
786
$10K ﹤0.01%
76
-53
787
$10K ﹤0.01%
117
+91
788
$10K ﹤0.01%
500
789
$10K ﹤0.01%
150
-603
790
$10K ﹤0.01%
+155
791
$10K ﹤0.01%
59
+14
792
$10K ﹤0.01%
30
793
$10K ﹤0.01%
60
+40
794
$10K ﹤0.01%
201
+57
795
$10K ﹤0.01%
24
+8
796
$10K ﹤0.01%
30
+17
797
$10K ﹤0.01%
118
+34
798
$10K ﹤0.01%
56
+16
799
$10K ﹤0.01%
410
+158
800
$10K ﹤0.01%
730
+272
30 31
32
33 34