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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
876
$1K ﹤0.01%
+13
877
$1K ﹤0.01%
46
878
$1K ﹤0.01%
24
+10
879
$1K ﹤0.01%
36
+26
880
$1K ﹤0.01%
26
+16
881
$1K ﹤0.01%
+9
882
$1K ﹤0.01%
+87
883
$1K ﹤0.01%
11
+3
884
$1K ﹤0.01%
+32
885
$1K ﹤0.01%
+13
886
$1K ﹤0.01%
+18
887
$1K ﹤0.01%
16
+4
888
$1K ﹤0.01%
+55
889
$1K ﹤0.01%
9
+3
890
$1K ﹤0.01%
68
891
$1K ﹤0.01%
+16
892
$1K ﹤0.01%
39
+30
893
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894
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44
895
$1K ﹤0.01%
12
896
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+11
897
$1K ﹤0.01%
+29
898
$1K ﹤0.01%
37
899
$1K ﹤0.01%
12
+4
900
$1K ﹤0.01%
+6
34 35
36
37 38