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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
1076
$2K ﹤0.01%
25
-107
1077
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182
1078
$2K ﹤0.01%
15
+5
1079
$2K ﹤0.01%
+45
1080
$2K ﹤0.01%
22
-658
1081
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+14
1082
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25
1083
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14
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1084
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4
+1
1085
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1087
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1088
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18
-7
1089
$2K ﹤0.01%
+31
1090
$2K ﹤0.01%
+61
1091
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79
1092
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+18
1093
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49
+21
1094
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26
1095
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572
1096
$2K ﹤0.01%
+5
1097
$2K ﹤0.01%
14
+7
1098
$2K ﹤0.01%
+201
1099
$2K ﹤0.01%
133
+75
1100
$2K ﹤0.01%
43
42 43
44
45 46