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
376
$58.6K 0.01%
972
+18
377
$58.5K 0.01%
1,534
-46
378
$58.2K 0.01%
1,062
+71
379
$58.1K 0.01%
1,791
-11
380
$57.2K 0.01%
3,588
381
$57.1K 0.01%
832
+48
382
$57.1K 0.01%
545
383
$56.9K 0.01%
1,090
-880
384
$56.5K 0.01%
556
+6
385
$56.4K 0.01%
2,529
+13
386
$56.4K 0.01%
294
+7
387
$56.4K 0.01%
903
-1,062
388
$56.3K 0.01%
594
+65
389
$56.1K 0.01%
832
+58
390
$56.1K 0.01%
282
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391
$55.7K 0.01%
673
-103
392
$54.3K 0.01%
177
+26
393
$54K 0.01%
1,396
+19
394
$53.7K 0.01%
225
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395
$53.5K 0.01%
11,320
396
$53.4K 0.01%
428
+10
397
$53.2K 0.01%
402
+60
398
$53.2K 0.01%
209
-95
399
$52.5K 0.01%
2,435
+303
400
$52.5K 0.01%
290
-9
14 15
16
17 18