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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
1276
$2K ﹤0.01%
+115
1277
$2K ﹤0.01%
33
+5
1278
$2K ﹤0.01%
64
-60
1279
$2K ﹤0.01%
16
+10
1280
$2K ﹤0.01%
37
+12
1281
$2K ﹤0.01%
72
+9
1282
$1K ﹤0.01%
15
+10
1283
$1K ﹤0.01%
8
-165
1284
$1K ﹤0.01%
7
+4
1285
$1K ﹤0.01%
10
+8
1286
$1K ﹤0.01%
15
1287
$1K ﹤0.01%
11
1288
$1K ﹤0.01%
18
+14
1289
$1K ﹤0.01%
+45
1290
$1K ﹤0.01%
+89
1291
$1K ﹤0.01%
+29
1292
$1K ﹤0.01%
11
+6
1293
$1K ﹤0.01%
39
+21
1294
$1K ﹤0.01%
+5
1295
$1K ﹤0.01%
+15
1296
$1K ﹤0.01%
+13
1297
$1K ﹤0.01%
42
+32
1298
$1K ﹤0.01%
9
-15
1299
$1K ﹤0.01%
19
1300
$1K ﹤0.01%
+10
50 51
52
53 54