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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
826
$2K ﹤0.01%
117
+110
827
$2K ﹤0.01%
+133
828
$2K ﹤0.01%
100
829
$2K ﹤0.01%
16
830
$2K ﹤0.01%
+135
831
$2K ﹤0.01%
24
832
$2K ﹤0.01%
26
833
$2K ﹤0.01%
62
-3
834
$2K ﹤0.01%
98
-166
835
$2K ﹤0.01%
36
+29
836
$2K ﹤0.01%
56
+49
837
$2K ﹤0.01%
24
838
$2K ﹤0.01%
247
+24
839
$2K ﹤0.01%
9
840
$2K ﹤0.01%
319
841
$2K ﹤0.01%
182
842
$2K ﹤0.01%
+6
843
$2K ﹤0.01%
72
-15
844
$2K ﹤0.01%
23
+1
845
$2K ﹤0.01%
25
-19
846
$2K ﹤0.01%
+18
847
$2K ﹤0.01%
346
848
$2K ﹤0.01%
64
+46
849
$2K ﹤0.01%
27
+9
850
$2K ﹤0.01%
93
32 33
34
35 36