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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
$486M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.66M
3
+$3.66M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.96M
5
SIG icon
Signet Jewelers
SIG
+$1.96M

Top Sells

1
+$9.45M
2
+$3.6M
3
+$1.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$493K
5
PLYA
Playa Hotels & Resorts
PLYA
+$401K

Sector Composition

1 Consumer Discretionary 9.78%
2 Technology 9.42%
3 Industrials 6%
4 Financials 3.44%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$1K ﹤0.01%
+125
1527
$1K ﹤0.01%
+42
1528
$1K ﹤0.01%
+22
1529
$1K ﹤0.01%
7
1530
$1K ﹤0.01%
14
1531
$1K ﹤0.01%
15
+9
1532
$1K ﹤0.01%
14
1533
$1K ﹤0.01%
37
+17
1534
$1K ﹤0.01%
+42
1535
$1K ﹤0.01%
19
-40
1536
$1K ﹤0.01%
+6
1537
$1K ﹤0.01%
8
-5
1538
$1K ﹤0.01%
11
-2
1539
$1K ﹤0.01%
17
-121
1540
$1K ﹤0.01%
10
1541
$1K ﹤0.01%
18
+3
1542
$1K ﹤0.01%
9
-1
1543
$1K ﹤0.01%
+17
1544
$1K ﹤0.01%
+135
1545
$1K ﹤0.01%
+191
1546
$1K ﹤0.01%
39
-36
1547
$1K ﹤0.01%
107
-410
1548
$1K ﹤0.01%
13
1549
$1K ﹤0.01%
17
+2
1550
$1K ﹤0.01%
50
+13
60 61
62
63 64