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
$468M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,735
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.23M
3
+$1.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.15M
5
PLTR icon
Palantir
PLTR
+$1.1M

Top Sells

1
+$1.59M
2
+$541K
3
+$437K
4
APPN icon
Appian
APPN
+$351K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$256K

Sector Composition

1 Technology 11.59%
2 Consumer Discretionary 11.55%
3 Industrials 7.92%
4 Financials 3.47%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$0 ﹤0.01%
+14
1552
– –
-117
1553
$0 ﹤0.01%
+4
1554
$0 ﹤0.01%
+3
1555
– –
-8,050
1556
$0 ﹤0.01%
8
1557
$0 ﹤0.01%
10
1558
$0 ﹤0.01%
+2
1559
$0 ﹤0.01%
+1
1560
$0 ﹤0.01%
+2
1561
$0 ﹤0.01%
13
-18
1562
$0 ﹤0.01%
+2
1563
– –
-451
1564
$0 ﹤0.01%
+1
1565
$0 ﹤0.01%
2
1566
$0 ﹤0.01%
21
1567
$0 ﹤0.01%
2
1568
$0 ﹤0.01%
5
1569
$0 ﹤0.01%
+9
1570
$0 ﹤0.01%
+54
1571
– –
-50
1572
$0 ﹤0.01%
4
1573
– –
-24
1574
– –
-2,750
1575
$0 ﹤0.01%
6
61 62
63
64 65