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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
1201
$1K ﹤0.01%
32
1202
$1K ﹤0.01%
3
1203
$1K ﹤0.01%
54
1204
$1K ﹤0.01%
16
+7
1205
$1K ﹤0.01%
38
1206
$1K ﹤0.01%
43
1207
$1K ﹤0.01%
4
1208
$1K ﹤0.01%
38
+30
1209
$1K ﹤0.01%
36
-15
1210
$1K ﹤0.01%
82
1211
$1K ﹤0.01%
16
1212
$1K ﹤0.01%
38
1213
$1K ﹤0.01%
211
1214
$1K ﹤0.01%
22
+19
1215
$1K ﹤0.01%
25
1216
$1K ﹤0.01%
4
1217
$1K ﹤0.01%
9
+2
1218
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+45
1219
$1K ﹤0.01%
+1,000
1220
$1K ﹤0.01%
67
1221
$1K ﹤0.01%
41
1222
$1K ﹤0.01%
14
-192
1223
$1K ﹤0.01%
+28
1224
$1K ﹤0.01%
26
+17
1225
$1K ﹤0.01%
+14
47 48
49
50 51