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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
$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
1701
$0 ﹤0.01%
+10
1702
$0 ﹤0.01%
+2
1703
$0 ﹤0.01%
4
-174
1704
– –
-28
1705
$0 ﹤0.01%
+22
1706
– –
-100
1707
– –
-2,446
1708
$0 ﹤0.01%
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1709
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1710
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5
1711
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1
1712
– –
-3,360
1713
$0 ﹤0.01%
+10
1714
– –
-1,500
1715
$0 ﹤0.01%
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1716
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3
1717
$0 ﹤0.01%
9
1718
$0 ﹤0.01%
+6
1719
– –
-1,376
1720
$0 ﹤0.01%
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1721
$0 ﹤0.01%
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1722
$0 ﹤0.01%
+2
1723
$0 ﹤0.01%
3
-22
1724
$0 ﹤0.01%
+15
1725
$0 ﹤0.01%
10
66 67 68
69
70