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
401
$52.4K 0.01%
76
+4
402
$52.2K 0.01%
1,177
-47
403
$51.9K 0.01%
466
+24
404
$51.6K 0.01%
3,417
+592
405
$51.6K 0.01%
334
+14
406
$51.4K 0.01%
321
-919
407
$50.9K 0.01%
69
+3
408
$50.6K 0.01%
+1,083
409
$50.5K 0.01%
451
+32
410
$50.1K 0.01%
342
-35
411
$49.4K 0.01%
369
-183
412
$49K 0.01%
1,207
+1,019
413
$48.8K 0.01%
216
+22
414
$48.5K 0.01%
1,800
+174
415
$48.5K 0.01%
1,660
+710
416
$48.3K 0.01%
1,726
+19
417
$48K 0.01%
1,579
+375
418
$47.8K 0.01%
2,738
-62
419
$47.8K 0.01%
496
-9
420
$47.6K 0.01%
344
+3
421
$47.4K 0.01%
464
-208
422
$47.1K 0.01%
+2,248
423
$46.9K 0.01%
214
+43
424
$46.7K 0.01%
295
+13
425
$46.5K 0.01%
220
+28
15 16
17
18 19