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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
901
$2K ﹤0.01%
72
-51
902
$2K ﹤0.01%
36
+32
903
$2K ﹤0.01%
+438
904
$2K ﹤0.01%
86
+32
905
$2K ﹤0.01%
168
+132
906
$2K ﹤0.01%
12
+6
907
$2K ﹤0.01%
133
-54
908
$2K ﹤0.01%
+100
909
$2K ﹤0.01%
64
-9
910
$2K ﹤0.01%
113
-21
911
$2K ﹤0.01%
125
+47
912
$2K ﹤0.01%
71
+38
913
$2K ﹤0.01%
36
+6
914
$2K ﹤0.01%
+46
915
$2K ﹤0.01%
32
+6
916
$2K ﹤0.01%
156
917
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30
918
$2K ﹤0.01%
27
-4
919
$2K ﹤0.01%
13
-9
920
$2K ﹤0.01%
30
921
$2K ﹤0.01%
93
-40
922
$2K ﹤0.01%
33
923
$2K ﹤0.01%
125
+86
924
$2K ﹤0.01%
25
925
$2K ﹤0.01%
44
+2
35 36
37
38 39