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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
1476
$1K ﹤0.01%
26
1477
$1K ﹤0.01%
+29
1478
$1K ﹤0.01%
+22
1479
$1K ﹤0.01%
479
+315
1480
$1K ﹤0.01%
5
1481
$1K ﹤0.01%
15
+9
1482
$1K ﹤0.01%
89
+9
1483
$1K ﹤0.01%
+18
1484
$1K ﹤0.01%
25
+19
1485
$1K ﹤0.01%
+19
1486
$1K ﹤0.01%
+9
1487
$1K ﹤0.01%
14
1488
$1K ﹤0.01%
32
1489
$1K ﹤0.01%
8
+4
1490
$1K ﹤0.01%
12
+3
1491
$1K ﹤0.01%
42
+10
1492
$1K ﹤0.01%
15
+9
1493
$1K ﹤0.01%
9
1494
$1K ﹤0.01%
43
1495
$1K ﹤0.01%
6
1496
$1K ﹤0.01%
26
+1
1497
$1K ﹤0.01%
+7
1498
$1K ﹤0.01%
16
-229
1499
$1K ﹤0.01%
6
1500
$1K ﹤0.01%
10
+4
58 59
60
61 62