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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
$486M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.66M
3
+$3.66M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.96M
5
SIG icon
Signet Jewelers
SIG
+$1.96M

Top Sells

1
+$9.45M
2
+$3.6M
3
+$1.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$493K
5
PLYA
Playa Hotels & Resorts
PLYA
+$401K

Sector Composition

1 Consumer Discretionary 9.78%
2 Technology 9.42%
3 Industrials 6%
4 Financials 3.44%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$7K ﹤0.01%
204
-7
927
$7K ﹤0.01%
235
+131
928
$7K ﹤0.01%
178
929
$7K ﹤0.01%
233
930
$7K ﹤0.01%
47
-77
931
$7K ﹤0.01%
30
932
$6K ﹤0.01%
144
-12
933
$6K ﹤0.01%
172
-12
934
$6K ﹤0.01%
+1,000
935
$6K ﹤0.01%
262
+37
936
$6K ﹤0.01%
+5
937
$6K ﹤0.01%
188
938
$6K ﹤0.01%
290
939
$6K ﹤0.01%
29
+9
940
$6K ﹤0.01%
32
-1
941
$6K ﹤0.01%
560
+294
942
$6K ﹤0.01%
41
-9
943
$6K ﹤0.01%
70
+44
944
$6K ﹤0.01%
+402
945
$6K ﹤0.01%
62
946
$6K ﹤0.01%
73
+2
947
$6K ﹤0.01%
186
+57
948
$6K ﹤0.01%
769
+185
949
$6K ﹤0.01%
198
950
$6K ﹤0.01%
704
36 37
38
39 40