We are live on ! Find out more
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
$264M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,678
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$782K
3
+$545K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$407K
5
PFE icon
Pfizer
PFE
+$341K

Top Sells

1
+$4.84M
2
+$946K
3
+$748K
4
BABA icon
Alibaba
BABA
+$647K
5
UNH icon
UnitedHealth
UNH
+$599K

Sector Composition

1 Consumer Discretionary 13.08%
2 Industrials 11.42%
3 Technology 11.34%
4 Financials 7.02%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
+9
877
$1K ﹤0.01%
70
878
$1K ﹤0.01%
+193
879
$1K ﹤0.01%
+54
880
$1K ﹤0.01%
30
881
$1K ﹤0.01%
33
882
$1K ﹤0.01%
22
883
$1K ﹤0.01%
52
+25
884
$1K ﹤0.01%
47
885
$1K ﹤0.01%
7
886
$1K ﹤0.01%
+196
887
$1K ﹤0.01%
3
888
$1K ﹤0.01%
68
889
$1K ﹤0.01%
39
+30
890
$1K ﹤0.01%
+153
891
$1K ﹤0.01%
19
+7
892
$1K ﹤0.01%
+10
893
$1K ﹤0.01%
35
-56
894
$1K ﹤0.01%
20
+8
895
$1K ﹤0.01%
24
896
$1K ﹤0.01%
23
-3
897
$1K ﹤0.01%
28
-23
898
$1K ﹤0.01%
+109
899
$1K ﹤0.01%
+41
900
$1K ﹤0.01%
+14
34 35
36
37 38