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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
901
$1K ﹤0.01%
19
902
$1K ﹤0.01%
59
903
$1K ﹤0.01%
8
904
$1K ﹤0.01%
+26
905
$1K ﹤0.01%
16
906
$1K ﹤0.01%
+24
907
$1K ﹤0.01%
9
908
$1K ﹤0.01%
+55
909
$1K ﹤0.01%
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910
$1K ﹤0.01%
+43
911
$1K ﹤0.01%
16
+4
912
$1K ﹤0.01%
+25
913
$1K ﹤0.01%
+91
914
$1K ﹤0.01%
17
+12
915
$1K ﹤0.01%
+5
916
$1K ﹤0.01%
9
+3
917
$1K ﹤0.01%
29
+23
918
$1K ﹤0.01%
+11
919
$1K ﹤0.01%
+18
920
$1K ﹤0.01%
+1
921
$1K ﹤0.01%
41
922
$1K ﹤0.01%
+37
923
$1K ﹤0.01%
+68
924
$1K ﹤0.01%
+15
925
$1K ﹤0.01%
101
35 36
37
38 39