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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
$548M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,094
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$5.4M
3
+$3.05M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.45M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1
+$3.85M
2
+$1.12M
3
+$314K
4
RLJ.PRA icon
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
+$232K
5
D icon
Dominion Energy
D
+$219K

Sector Composition

1 Technology 10.98%
2 Consumer Discretionary 10.59%
3 Industrials 5.77%
4 Financials 3.59%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
43
1352
$1K ﹤0.01%
12
-8
1353
$1K ﹤0.01%
42
1354
$1K ﹤0.01%
19
1355
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32
+29
1356
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-28
1357
$1K ﹤0.01%
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1358
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1359
$1K ﹤0.01%
7
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$1K ﹤0.01%
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$1K ﹤0.01%
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1362
$1K ﹤0.01%
102
1363
$1K ﹤0.01%
49
+14
1364
$1K ﹤0.01%
38
1365
$1K ﹤0.01%
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1367
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13
1368
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12
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$1K ﹤0.01%
+44
1370
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29
+8
1371
$1K ﹤0.01%
+28
1372
$1K ﹤0.01%
+20
1373
$1K ﹤0.01%
72
1374
$1K ﹤0.01%
6
+2
1375
$1K ﹤0.01%
+13
53 54
55
56 57