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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
951
$1K ﹤0.01%
36
-2
952
$1K ﹤0.01%
93
953
$1K ﹤0.01%
30
954
$1K ﹤0.01%
5
-2
955
$1K ﹤0.01%
14
-2
956
$1K ﹤0.01%
231
+97
957
$1K ﹤0.01%
36
+10
958
$1K ﹤0.01%
4
959
$1K ﹤0.01%
+25
960
$1K ﹤0.01%
28
-11
961
$1K ﹤0.01%
25
+4
962
$1K ﹤0.01%
14
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963
$1K ﹤0.01%
+18
964
$1K ﹤0.01%
+81
965
$1K ﹤0.01%
+157
966
$1K ﹤0.01%
60
-15
967
$1K ﹤0.01%
3
968
$1K ﹤0.01%
78
+51
969
$1K ﹤0.01%
116
-4
970
$1K ﹤0.01%
63
971
$1K ﹤0.01%
+6
972
$1K ﹤0.01%
20
973
$1K ﹤0.01%
+99
974
$1K ﹤0.01%
52
-6
975
$1K ﹤0.01%
44
-2
37 38
39
40 41