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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
801
$3K ﹤0.01%
28
802
$3K ﹤0.01%
55
+8
803
$3K ﹤0.01%
769
804
$3K ﹤0.01%
191
805
$3K ﹤0.01%
168
+111
806
$3K ﹤0.01%
99
807
$3K ﹤0.01%
110
+105
808
$3K ﹤0.01%
56
-3
809
$3K ﹤0.01%
+74
810
$2K ﹤0.01%
+44
811
$2K ﹤0.01%
+45
812
$2K ﹤0.01%
+29
813
$2K ﹤0.01%
+120
814
$2K ﹤0.01%
17
-10
815
$2K ﹤0.01%
144
816
$2K ﹤0.01%
46
+22
817
$2K ﹤0.01%
60
818
$2K ﹤0.01%
34
-5
819
$2K ﹤0.01%
125
-26
820
$2K ﹤0.01%
23
-2
821
$2K ﹤0.01%
59
-10
822
$2K ﹤0.01%
15
-2
823
$2K ﹤0.01%
+77
824
$2K ﹤0.01%
21
-3
825
$2K ﹤0.01%
45
31 32
33
34 35