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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
1001
$1K ﹤0.01%
1
1002
$1K ﹤0.01%
42
-13
1003
$1K ﹤0.01%
+4
1004
$1K ﹤0.01%
1
1005
$1K ﹤0.01%
+235
1006
$1K ﹤0.01%
+46
1007
$1K ﹤0.01%
45
-51
1008
$1K ﹤0.01%
+162
1009
$1K ﹤0.01%
31
-2
1010
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+40
1011
$1K ﹤0.01%
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1012
$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
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1015
$1K ﹤0.01%
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$1K ﹤0.01%
5
1017
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1018
$1K ﹤0.01%
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-26
1020
$1K ﹤0.01%
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1021
$1K ﹤0.01%
366
-758
1022
$1K ﹤0.01%
16
-13
1023
$1K ﹤0.01%
35
-9
1024
$1K ﹤0.01%
68
1025
$1K ﹤0.01%
18
-5
39 40
41
42 43