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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
976
$1K ﹤0.01%
3
977
$1K ﹤0.01%
33
-25
978
$1K ﹤0.01%
47
-121
979
$1K ﹤0.01%
+59
980
$1K ﹤0.01%
8
+6
981
$1K ﹤0.01%
+166
982
$1K ﹤0.01%
165
-275
983
$1K ﹤0.01%
49
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984
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27
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985
$1K ﹤0.01%
7
986
$1K ﹤0.01%
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987
$1K ﹤0.01%
20
-6
988
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989
$1K ﹤0.01%
63
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990
$1K ﹤0.01%
36
-390
991
$1K ﹤0.01%
3
992
$1K ﹤0.01%
95
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993
$1K ﹤0.01%
47
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994
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+73
995
$1K ﹤0.01%
+23
996
$1K ﹤0.01%
19
+14
997
$1K ﹤0.01%
18
998
$1K ﹤0.01%
+24
999
$1K ﹤0.01%
+70
1000
$1K ﹤0.01%
53
+24
38 39
40
41 42