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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
1051
$1K ﹤0.01%
131
-202
1052
$1K ﹤0.01%
12
+8
1053
$1K ﹤0.01%
15
+8
1054
$1K ﹤0.01%
+260
1055
$1K ﹤0.01%
+56
1056
$1K ﹤0.01%
28
+7
1057
$1K ﹤0.01%
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1058
$1K ﹤0.01%
25
-19
1059
$1K ﹤0.01%
62
-98
1060
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33
+9
1061
$1K ﹤0.01%
11
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1062
$1K ﹤0.01%
32
+8
1063
$1K ﹤0.01%
82
-35
1064
$1K ﹤0.01%
+16
1065
$1K ﹤0.01%
30
+3
1066
$1K ﹤0.01%
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1067
$1K ﹤0.01%
10
1068
$1K ﹤0.01%
150
+82
1069
$1K ﹤0.01%
+14
1070
$1K ﹤0.01%
+110
1071
$1K ﹤0.01%
22
+4
1072
$1K ﹤0.01%
6
1073
$1K ﹤0.01%
+2
1074
$1K ﹤0.01%
14
+2
1075
$1K ﹤0.01%
9
-1
41 42
43
44 45