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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
926
$1K ﹤0.01%
222
+171
927
$1K ﹤0.01%
+17
928
$1K ﹤0.01%
83
+75
929
$1K ﹤0.01%
23
+16
930
$1K ﹤0.01%
39
+25
931
$1K ﹤0.01%
+157
932
$1K ﹤0.01%
374
933
$1K ﹤0.01%
25
934
$1K ﹤0.01%
16
-22
935
$1K ﹤0.01%
+23
936
$1K ﹤0.01%
+77
937
$1K ﹤0.01%
35
938
$1K ﹤0.01%
+7
939
$1K ﹤0.01%
38
+16
940
$1K ﹤0.01%
+147
941
$1K ﹤0.01%
+50
942
$1K ﹤0.01%
8
943
$1K ﹤0.01%
48
-89
944
$1K ﹤0.01%
10
945
$1K ﹤0.01%
110
+82
946
$1K ﹤0.01%
+84
947
$1K ﹤0.01%
5
948
$1K ﹤0.01%
3
949
$1K ﹤0.01%
+74
950
$1K ﹤0.01%
+11
36 37
38
39 40