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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
1576
$1K ﹤0.01%
15
+3
1577
$1K ﹤0.01%
28
-2
1578
$1K ﹤0.01%
9
1579
$1K ﹤0.01%
+118
1580
$1K ﹤0.01%
43
1581
$1K ﹤0.01%
42
1582
$1K ﹤0.01%
19
1583
$1K ﹤0.01%
4
1584
$1K ﹤0.01%
32
-126
1585
$1K ﹤0.01%
7
-16
1586
$1K ﹤0.01%
23
1587
$1K ﹤0.01%
+17
1588
$1K ﹤0.01%
58
1589
$1K ﹤0.01%
31
1590
$1K ﹤0.01%
35
+18
1591
$1K ﹤0.01%
+8
1592
$1K ﹤0.01%
+18
1593
$1K ﹤0.01%
12
1594
$1K ﹤0.01%
38
1595
$1K ﹤0.01%
77
1596
$1K ﹤0.01%
13
1597
$1K ﹤0.01%
10
+6
1598
$1K ﹤0.01%
21
+6
1599
$1K ﹤0.01%
59
-11
1600
$1K ﹤0.01%
89
+24
62 63
64
65 66