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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
851
$2K ﹤0.01%
108
+53
852
$2K ﹤0.01%
62
+51
853
$2K ﹤0.01%
+209
854
$2K ﹤0.01%
+29
855
$2K ﹤0.01%
31
+23
856
$2K ﹤0.01%
265
+113
857
$2K ﹤0.01%
185
-203
858
$2K ﹤0.01%
192
+21
859
$2K ﹤0.01%
162
860
$2K ﹤0.01%
138
-37
861
$2K ﹤0.01%
180
+70
862
$2K ﹤0.01%
18
+1
863
$2K ﹤0.01%
10
864
$2K ﹤0.01%
+34
865
$2K ﹤0.01%
100
866
$2K ﹤0.01%
120
-15
867
$2K ﹤0.01%
34
868
$2K ﹤0.01%
15
+9
869
$2K ﹤0.01%
8
870
$2K ﹤0.01%
114
+90
871
$2K ﹤0.01%
18
872
$2K ﹤0.01%
433
+255
873
$2K ﹤0.01%
34
874
$2K ﹤0.01%
20
+6
875
$2K ﹤0.01%
65
+19
33 34
35
36 37