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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
1301
$1K ﹤0.01%
36
+17
1302
$1K ﹤0.01%
16
1303
$1K ﹤0.01%
33
1304
$1K ﹤0.01%
27
+11
1305
$1K ﹤0.01%
38
1306
$1K ﹤0.01%
39
-24
1307
$1K ﹤0.01%
211
1308
$1K ﹤0.01%
10
1309
$1K ﹤0.01%
5
-57
1310
$1K ﹤0.01%
102
1311
$1K ﹤0.01%
24
+13
1312
$1K ﹤0.01%
35
+16
1313
$1K ﹤0.01%
6
-8
1314
$1K ﹤0.01%
+18
1315
$1K ﹤0.01%
8
1316
$1K ﹤0.01%
5
+3
1317
$1K ﹤0.01%
37
-33
1318
$1K ﹤0.01%
42
-37
1319
$1K ﹤0.01%
+25
1320
$1K ﹤0.01%
36
1321
$1K ﹤0.01%
13
1322
$1K ﹤0.01%
+16
1323
$1K ﹤0.01%
58
+43
1324
$1K ﹤0.01%
6
+3
1325
$1K ﹤0.01%
4
+3
51 52
53
54 55