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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
951
$1K ﹤0.01%
80
+66
952
$1K ﹤0.01%
+52
953
$1K ﹤0.01%
+46
954
$1K ﹤0.01%
+7
955
$1K ﹤0.01%
+45
956
$1K ﹤0.01%
+41
957
$1K ﹤0.01%
39
+13
958
$1K ﹤0.01%
+13
959
$1K ﹤0.01%
30
960
$1K ﹤0.01%
33
+24
961
$1K ﹤0.01%
31
+24
962
$1K ﹤0.01%
22
+17
963
$1K ﹤0.01%
4
964
$1K ﹤0.01%
+47
965
$1K ﹤0.01%
3
966
$1K ﹤0.01%
52
+32
967
$1K ﹤0.01%
68
+51
968
$1K ﹤0.01%
+9
969
$1K ﹤0.01%
+11
970
$1K ﹤0.01%
372
+233
971
$1K ﹤0.01%
+6
972
$1K ﹤0.01%
11
+4
973
$1K ﹤0.01%
20
+9
974
$1K ﹤0.01%
+26
975
$1K ﹤0.01%
9
+3
37 38
39
40 41