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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
1151
$2K ﹤0.01%
175
1152
$2K ﹤0.01%
217
-173
1153
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60
1154
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28
1155
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263
1156
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1157
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14
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1158
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1159
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+20
1160
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73
1161
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69
+64
1162
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+1,676
1163
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+58
1164
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36
-9
1165
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1166
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+17
1167
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1168
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1169
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4
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1171
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12
+3
1172
$2K ﹤0.01%
55
+44
1173
$2K ﹤0.01%
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1174
$2K ﹤0.01%
+53
1175
$2K ﹤0.01%
46
+13
45 46
47
48 49