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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
$468M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,735
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.23M
3
+$1.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.15M
5
PLTR icon
Palantir
PLTR
+$1.1M

Top Sells

1
+$1.59M
2
+$541K
3
+$437K
4
APPN icon
Appian
APPN
+$351K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$256K

Sector Composition

1 Technology 11.59%
2 Consumer Discretionary 11.55%
3 Industrials 7.92%
4 Financials 3.47%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
170
+4
852
$5K ﹤0.01%
64
853
$5K ﹤0.01%
106
-60
854
$5K ﹤0.01%
265
855
$5K ﹤0.01%
38
+20
856
$5K ﹤0.01%
450
+21
857
$5K ﹤0.01%
177
-40
858
$5K ﹤0.01%
217
+13
859
$5K ﹤0.01%
55
+9
860
$5K ﹤0.01%
60
+12
861
$5K ﹤0.01%
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862
$5K ﹤0.01%
133
-1
863
$5K ﹤0.01%
42
+16
864
$5K ﹤0.01%
129
865
$5K ﹤0.01%
249
+3
866
$5K ﹤0.01%
103
-10
867
$5K ﹤0.01%
128
+28
868
$5K ﹤0.01%
67
869
$5K ﹤0.01%
61
-126
870
$5K ﹤0.01%
26
-95
871
$5K ﹤0.01%
206
872
$5K ﹤0.01%
+220
873
$5K ﹤0.01%
225
874
$5K ﹤0.01%
+300
875
$5K ﹤0.01%
13
33 34
35
36 37