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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
551
$2K ﹤0.01%
90
+11
552
$2K ﹤0.01%
50
553
$2K ﹤0.01%
31
554
$2K ﹤0.01%
107
555
$2K ﹤0.01%
67
556
$2K ﹤0.01%
100
557
$2K ﹤0.01%
+26
558
$2K ﹤0.01%
33
+5
559
$2K ﹤0.01%
8
560
$2K ﹤0.01%
+25
561
$2K ﹤0.01%
39
+32
562
$2K ﹤0.01%
51
563
$2K ﹤0.01%
27
+14
564
$2K ﹤0.01%
+14
565
$2K ﹤0.01%
3,956
566
$2K ﹤0.01%
54
567
$2K ﹤0.01%
39
-225
568
$2K ﹤0.01%
102
+48
569
$2K ﹤0.01%
14
+7
570
$2K ﹤0.01%
32
-6
571
$2K ﹤0.01%
33
572
$1K ﹤0.01%
34
+17
573
$1K ﹤0.01%
15
574
$1K ﹤0.01%
219
+172
575
$1K ﹤0.01%
+40
21 22
23
24 25