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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
$468M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,735
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.23M
3
+$1.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.15M
5
PLTR icon
Palantir
PLTR
+$1.1M

Top Sells

1
+$1.59M
2
+$541K
3
+$437K
4
APPN icon
Appian
APPN
+$351K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$256K

Sector Composition

1 Technology 11.59%
2 Consumer Discretionary 11.55%
3 Industrials 7.92%
4 Financials 3.47%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
14
+4
1002
$3K ﹤0.01%
180
1003
$3K ﹤0.01%
+70
1004
$3K ﹤0.01%
+30
1005
$3K ﹤0.01%
+191
1006
$3K ﹤0.01%
114
1007
$3K ﹤0.01%
153
1008
$3K ﹤0.01%
18
1009
$3K ﹤0.01%
111
1010
$3K ﹤0.01%
64
-20
1011
$3K ﹤0.01%
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-17
1012
$3K ﹤0.01%
14
1013
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61
+7
1014
$3K ﹤0.01%
143
+9
1015
$3K ﹤0.01%
32
1016
$3K ﹤0.01%
60
1017
$3K ﹤0.01%
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1018
$3K ﹤0.01%
33
1019
$3K ﹤0.01%
14
1020
$3K ﹤0.01%
55
+8
1021
$3K ﹤0.01%
66
-397
1022
$3K ﹤0.01%
59
1023
$3K ﹤0.01%
92
1024
$3K ﹤0.01%
125
+87
1025
$3K ﹤0.01%
+92
39 40
41
42 43