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GWS
Glassman Wealth Services Portfolio holdings
AUM
$736M
1-Year Est. Return
17.99%
This Fund
S&P 500
1 Year Est. Return
+17.99%
AUM
$468M
AUM Growth
+$34.8M
(+8%)
Holding
1,735
Top Buys
| 1 | +$2.86M | |
| 2 | +$2.23M | |
| 3 | +$1.35M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.15M |
| 5 |
Palantir
PLTR
|
+$1.1M |
Top Sells
| 1 | +$1.59M | |
| 2 | +$541K | |
| 3 | +$437K | |
| 4 |
Appian
APPN
|
+$351K |
| 5 |
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% |