GWS

Glassman Wealth Services Portfolio holdings

AUM $712M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
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
+$19.1M
2
+$4.07M
3
+$2.78M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.22M

Top Sells

1
+$2.37M
2
+$1.74M
3
+$1.46M
4
DIS icon
Walt Disney
DIS
+$983K
5
TSLA icon
Tesla
TSLA
+$910K

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
1526
$1K ﹤0.01%
+3
1527
$1K ﹤0.01%
120
+34
1528
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+20
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29
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72
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22
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14
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2
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1539
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93
1540
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16
+6
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1545
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80
+59
1546
$1K ﹤0.01%
2
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1547
$1K ﹤0.01%
13
1548
$1K ﹤0.01%
31
1549
$1K ﹤0.01%
+30
1550
$1K ﹤0.01%
33
+20
60 61
62
63 64