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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
876
$2K ﹤0.01%
14
877
$2K ﹤0.01%
+222
878
$2K ﹤0.01%
68
879
$2K ﹤0.01%
74
+61
880
$2K ﹤0.01%
+43
881
$2K ﹤0.01%
40
+26
882
$2K ﹤0.01%
48
-32
883
$2K ﹤0.01%
32
884
$2K ﹤0.01%
281
+222
885
$2K ﹤0.01%
56
+10
886
$2K ﹤0.01%
51
+17
887
$2K ﹤0.01%
21
+3
888
$2K ﹤0.01%
+50
889
$2K ﹤0.01%
21
+3
890
$2K ﹤0.01%
45
+22
891
$2K ﹤0.01%
56
+46
892
$2K ﹤0.01%
93
-3,390
893
$2K ﹤0.01%
+67
894
$2K ﹤0.01%
21
-3
895
$2K ﹤0.01%
52
+30
896
$2K ﹤0.01%
65
897
$2K ﹤0.01%
23
-5
898
$2K ﹤0.01%
95
899
$2K ﹤0.01%
115
+75
900
$2K ﹤0.01%
25
+8
34 35
36
37 38