GWS

Glassman Wealth Services Portfolio holdings

AUM $712M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$576M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,050
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.99M
3
+$2.72M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.97M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.72M

Top Sells

1
+$2.48M
2
+$2.06M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
TSLA icon
Tesla
TSLA
+$1.12M

Sector Composition

1 Technology 9.02%
2 Consumer Discretionary 8.76%
3 Industrials 6.08%
4 Financials 2.95%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$78.7K 0.01%
903
-7
302
$78.7K 0.01%
220
+15
303
$78.6K 0.01%
268
+8
304
$77.9K 0.01%
946
-162
305
$77.7K 0.01%
1,573
+46
306
$77.1K 0.01%
12,272
+50
307
$76.7K 0.01%
922
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308
$76.2K 0.01%
3,622
-40
309
$76.1K 0.01%
136
+3
310
$76K 0.01%
2,073
-24
311
$75.8K 0.01%
1,430
+110
312
$75.7K 0.01%
2,014
+32
313
$75.5K 0.01%
874
+23
314
$75.3K 0.01%
1,797
-714
315
$75.2K 0.01%
333
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316
$75K 0.01%
1,396
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317
$74.7K 0.01%
885
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318
$74.4K 0.01%
734
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319
$74.1K 0.01%
242
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320
$73.9K 0.01%
351
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321
$73.6K 0.01%
879
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$73.2K 0.01%
2,436
323
$73.2K 0.01%
2,144
+186
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$72.9K 0.01%
1,000
325
$71.6K 0.01%
860
-303
11 12
13
14 15