We are live on ! Find out more
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
$712M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.92%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$28.1K ﹤0.01%
+590
127
$27.9K ﹤0.01%
296
128
$27.3K ﹤0.01%
254
-782
129
$22.8K ﹤0.01%
+400
130
$22.7K ﹤0.01%
268
131
$22.5K ﹤0.01%
808
132
$22.3K ﹤0.01%
200
133
$22K ﹤0.01%
+81
134
$21.5K ﹤0.01%
262
135
$21.2K ﹤0.01%
2,348
136
$20.1K ﹤0.01%
172
137
$18.5K ﹤0.01%
49
138
$17.8K ﹤0.01%
150
139
$17.4K ﹤0.01%
+461
140
$17.3K ﹤0.01%
+388
141
$16.7K ﹤0.01%
127
142
$15.2K ﹤0.01%
137
143
$14.2K ﹤0.01%
145
144
$13.9K ﹤0.01%
+270
145
$12.8K ﹤0.01%
410
146
$12.4K ﹤0.01%
109
147
$10.6K ﹤0.01%
33
148
$10K ﹤0.01%
101
149
$8.61K ﹤0.01%
300
150
$8.59K ﹤0.01%
193