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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
1426
$1K ﹤0.01%
2
+1
1427
$1K ﹤0.01%
+2
1428
$1K ﹤0.01%
73
1429
$1K ﹤0.01%
4
1430
$1K ﹤0.01%
48
1431
$1K ﹤0.01%
14
+7
1432
$1K ﹤0.01%
57
+28
1433
$1K ﹤0.01%
58
1434
$1K ﹤0.01%
+52
1435
$1K ﹤0.01%
22
+3
1436
$1K ﹤0.01%
+5
1437
$1K ﹤0.01%
14
+4
1438
$1K ﹤0.01%
26
+15
1439
$1K ﹤0.01%
126
-551
1440
$1K ﹤0.01%
54
1441
$1K ﹤0.01%
+10
1442
$1K ﹤0.01%
4
1443
$1K ﹤0.01%
8
+7
1444
$1K ﹤0.01%
27
-1
1445
$1K ﹤0.01%
+40
1446
$1K ﹤0.01%
+39
1447
$1K ﹤0.01%
27
1448
$1K ﹤0.01%
26
+23
1449
$1K ﹤0.01%
210
+195
1450
$1K ﹤0.01%
+12
56 57
58
59 60