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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
1101
$1K ﹤0.01%
15
1102
$1K ﹤0.01%
35
-8
1103
$1K ﹤0.01%
72
-7
1104
$1K ﹤0.01%
20
-8
1105
$1K ﹤0.01%
+39
1106
$1K ﹤0.01%
272
-44
1107
$1K ﹤0.01%
25
1108
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1109
$1K ﹤0.01%
+92
1110
$1K ﹤0.01%
30
+12
1111
$1K ﹤0.01%
+19
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13
1113
$1K ﹤0.01%
3
1114
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47
+20
1115
$1K ﹤0.01%
11
1116
$1K ﹤0.01%
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1117
$1K ﹤0.01%
27
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1118
$1K ﹤0.01%
38
+22
1119
$1K ﹤0.01%
43
+6
1120
$1K ﹤0.01%
88
-5
1121
$1K ﹤0.01%
21
-4
1122
$1K ﹤0.01%
11
1123
$1K ﹤0.01%
84
-28
1124
$1K ﹤0.01%
34
-35
1125
$1K ﹤0.01%
17
43 44
45
46 47