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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
$433M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,606
New
Increased
Reduced
Closed

Top Buys

1 +$7M
2 +$4.59M
3 +$3.36M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.1M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Sector Composition

1 Technology 12.82%
2 Consumer Discretionary 11.46%
3 Industrials 6.15%
4 Financials 3.47%
5 Healthcare 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$1K ﹤0.01%
9
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81