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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
926
$2K ﹤0.01%
214
+59
927
$2K ﹤0.01%
+164
928
$2K ﹤0.01%
60
-11
929
$2K ﹤0.01%
263
930
$2K ﹤0.01%
3,956
931
$2K ﹤0.01%
273
+60
932
$2K ﹤0.01%
62
-35
933
$2K ﹤0.01%
13
934
$2K ﹤0.01%
20
-5
935
$2K ﹤0.01%
46
+43
936
$2K ﹤0.01%
+21
937
$2K ﹤0.01%
+213
938
$2K ﹤0.01%
77
+21
939
$2K ﹤0.01%
126
+97
940
$2K ﹤0.01%
+84
941
$2K ﹤0.01%
+18
942
$2K ﹤0.01%
60
-23
943
$1K ﹤0.01%
95
944
$1K ﹤0.01%
59
+43
945
$1K ﹤0.01%
134
+12
946
$1K ﹤0.01%
23
947
$1K ﹤0.01%
+80
948
$1K ﹤0.01%
10
+6
949
$1K ﹤0.01%
3
950
$1K ﹤0.01%
20
+2
36 37
38
39 40