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
$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
801
$1K ﹤0.01%
6
802
$1K ﹤0.01%
200
803
$1K ﹤0.01%
+30
804
$1K ﹤0.01%
+69
805
$1K ﹤0.01%
+13
806
$1K ﹤0.01%
+20
807
$1K ﹤0.01%
+126
808
$1K ﹤0.01%
+53
809
$1K ﹤0.01%
+13
810
$1K ﹤0.01%
+15
811
$1K ﹤0.01%
17
812
$1K ﹤0.01%
3,956
813
$1K ﹤0.01%
+5
814
$1K ﹤0.01%
+21
815
$1K ﹤0.01%
+67
816
$1K ﹤0.01%
5
817
$1K ﹤0.01%
+22
818
$1K ﹤0.01%
9
-3
819
$1K ﹤0.01%
+32
820
$1K ﹤0.01%
18
821
$1K ﹤0.01%
7
822
$1K ﹤0.01%
+43
823
$1K ﹤0.01%
+18
824
$1K ﹤0.01%
33
+24
825
$1K ﹤0.01%
+24
31 32
33
34 35