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
351
$64.1K 0.01%
422
+3
352
$64K 0.01%
+2,047
353
$63.7K 0.01%
1,224
354
$63.4K 0.01%
2,123
+446
355
$62.9K 0.01%
3,470
+245
356
$62.9K 0.01%
310
+10
357
$62.8K 0.01%
+2,580
358
$62.6K 0.01%
306
359
$62.4K 0.01%
366
+28
360
$62.3K 0.01%
205
+7
361
$62.2K 0.01%
299
-27
362
$61.8K 0.01%
1,261
-121
363
$61.6K 0.01%
797
+65
364
$61.5K 0.01%
1,898
+127
365
$61.2K 0.01%
456
-54
366
$61K 0.01%
620
+70
367
$60.8K 0.01%
+531
368
$60.7K 0.01%
450
-50
369
$59.9K 0.01%
2,042
+173
370
$59.3K 0.01%
200
371
$59K 0.01%
447
-108
372
$58.9K 0.01%
666
+11
373
$58.8K 0.01%
1,853
-85
374
$58.8K 0.01%
364
-5
375
$58.7K 0.01%
2,618
-133
13 14
15
16 17