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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
$468M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,735
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.23M
3
+$1.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.15M
5
PLTR icon
Palantir
PLTR
+$1.1M

Top Sells

1
+$1.59M
2
+$541K
3
+$437K
4
APPN icon
Appian
APPN
+$351K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$256K

Sector Composition

1 Technology 11.59%
2 Consumer Discretionary 11.55%
3 Industrials 7.92%
4 Financials 3.47%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
109
+5
927
$4K ﹤0.01%
23
+5
928
$4K ﹤0.01%
88
-13
929
$4K ﹤0.01%
12
930
$4K ﹤0.01%
77
-96
931
$4K ﹤0.01%
62
+6
932
$4K ﹤0.01%
167
933
$4K ﹤0.01%
64
+44
934
$4K ﹤0.01%
109
-2,050
935
$4K ﹤0.01%
+61
936
$4K ﹤0.01%
+71
937
$4K ﹤0.01%
100
938
$4K ﹤0.01%
83
939
$4K ﹤0.01%
35
-45
940
$4K ﹤0.01%
351
-2,500
941
$4K ﹤0.01%
67
942
$4K ﹤0.01%
68
943
$4K ﹤0.01%
129
944
$4K ﹤0.01%
85
-2
945
$4K ﹤0.01%
10
+3
946
$4K ﹤0.01%
29
+6
947
$4K ﹤0.01%
9
+3
948
$4K ﹤0.01%
836
-605
949
$4K ﹤0.01%
114
-1,100
950
$4K ﹤0.01%
+50
36 37
38
39 40