We are live on ! Find out more
GWS

Glassman Wealth Services Portfolio holdings

AUM $736M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.29M
3
+$1.21M
4
TSLA icon
Tesla
TSLA
+$389K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$347K

Top Sells

1
+$691K
2
+$224K
3
+$219K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$159K

Sector Composition

1 Industrials 13.11%
2 Consumer Discretionary 9.72%
3 Financials 8.42%
4 Technology 8.14%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
1,051
452
$4K ﹤0.01%
134
+110
453
$4K ﹤0.01%
80
454
$4K ﹤0.01%
190
455
$4K ﹤0.01%
100
456
$4K ﹤0.01%
236
457
$4K ﹤0.01%
41
458
$4K ﹤0.01%
89
459
$4K ﹤0.01%
+200
460
$4K ﹤0.01%
28
-13
461
$4K ﹤0.01%
76
-19
462
$4K ﹤0.01%
82
463
$4K ﹤0.01%
45
464
$4K ﹤0.01%
114
465
$4K ﹤0.01%
47
+28
466
$4K ﹤0.01%
90
-4
467
$4K ﹤0.01%
22
-8
468
$4K ﹤0.01%
68
469
$3K ﹤0.01%
48
470
$3K ﹤0.01%
74
-24
471
$3K ﹤0.01%
72
472
$3K ﹤0.01%
71
+16
473
$3K ﹤0.01%
60
474
$3K ﹤0.01%
36
+24
475
$3K ﹤0.01%
252
-20
17 18
19
20 21