GWS

Glassman Wealth Services Portfolio holdings

AUM $712M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
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
+$3.12M
2
+$2.23M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
PLTR icon
Palantir
PLTR
+$930K

Top Sells

1
+$1.59M
2
+$553K
3
+$437K
4
APPN icon
Appian
APPN
+$265K
5
BX icon
Blackstone
BX
+$257K

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
1251
$1K ﹤0.01%
15
1252
$1K ﹤0.01%
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1253
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1254
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10
1255
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3
1256
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1257
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10
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5
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1264
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+12
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$1K ﹤0.01%
11
+3
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$1K ﹤0.01%
34
+9
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1268
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1269
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1270
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12
1271
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41
1272
$1K ﹤0.01%
20
1273
$1K ﹤0.01%
16
1274
$1K ﹤0.01%
18
1275
$1K ﹤0.01%
11
49 50
51
52 53