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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
1226
$1K ﹤0.01%
+50
1227
$1K ﹤0.01%
+1
1228
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20
1229
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5
+2
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$1K ﹤0.01%
+100
1231
$1K ﹤0.01%
84
1232
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1233
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1234
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+15
1235
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22
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12
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1238
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7
-5
1239
$1K ﹤0.01%
15
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1240
$1K ﹤0.01%
67
+15
1241
$1K ﹤0.01%
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1243
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1244
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5
1245
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80
-35
1246
$1K ﹤0.01%
32
1247
$1K ﹤0.01%
9
1248
$1K ﹤0.01%
27
1249
$1K ﹤0.01%
12
+8
1250
$1K ﹤0.01%
24
+3
48 49
50
51 52