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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
$544M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$3.94M
3
+$2.81M
4
MSFT icon
Microsoft
MSFT
+$1.47M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.22M

Top Sells

1
+$2.57M
2
+$2.37M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.3M
5
DIS icon
Walt Disney
DIS
+$1.02M

Sector Composition

1 Technology 10.59%
2 Consumer Discretionary 10.04%
3 Industrials 5.8%
4 Financials 3.15%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
165
1252
$2K ﹤0.01%
+32
1253
$2K ﹤0.01%
30
-12
1254
$2K ﹤0.01%
102
-74
1255
$2K ﹤0.01%
58
-35
1256
$2K ﹤0.01%
25
+22
1257
$2K ﹤0.01%
25
1258
$2K ﹤0.01%
46
-49
1259
$2K ﹤0.01%
21
+18
1260
$2K ﹤0.01%
42
+18
1261
$2K ﹤0.01%
19
+11
1262
$2K ﹤0.01%
43
+27
1263
$2K ﹤0.01%
20
+13
1264
$2K ﹤0.01%
+52
1265
$2K ﹤0.01%
26
+6
1266
$2K ﹤0.01%
174
-131
1267
$2K ﹤0.01%
35
+4
1268
$2K ﹤0.01%
13
-8
1269
$2K ﹤0.01%
72
+50
1270
$2K ﹤0.01%
230
1271
$2K ﹤0.01%
51
+45
1272
$2K ﹤0.01%
105
-117
1273
$2K ﹤0.01%
7
+5
1274
$2K ﹤0.01%
13
1275
$2K ﹤0.01%
273
-1,547
49 50
51
52 53