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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
826
$1K ﹤0.01%
+129
827
$1K ﹤0.01%
+63
828
$1K ﹤0.01%
10
+3
829
$1K ﹤0.01%
+34
830
$1K ﹤0.01%
+35
831
$1K ﹤0.01%
40
832
$1K ﹤0.01%
+26
833
$1K ﹤0.01%
+102
834
$1K ﹤0.01%
7
835
$1K ﹤0.01%
+43
836
$1K ﹤0.01%
+38
837
$1K ﹤0.01%
+13
838
$1K ﹤0.01%
23
-48
839
$1K ﹤0.01%
+30
840
$1K ﹤0.01%
8
841
$1K ﹤0.01%
58
842
$1K ﹤0.01%
22
843
$1K ﹤0.01%
+68
844
$1K ﹤0.01%
+145
845
$1K ﹤0.01%
3
846
– –
0
847
$1K ﹤0.01%
+93
848
$1K ﹤0.01%
6
849
$1K ﹤0.01%
13
850
$1K ﹤0.01%
15
32 33
34
35 36