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
551
$27.8K ﹤0.01%
460
-200
552
$27.7K ﹤0.01%
403
+25
553
$27.6K ﹤0.01%
276
-24
554
$27.5K ﹤0.01%
4,529
555
$27.5K ﹤0.01%
379
556
$27.4K ﹤0.01%
1,028
+200
557
$27.2K ﹤0.01%
582
-9
558
$27.1K ﹤0.01%
656
559
$27.1K ﹤0.01%
403
-15
560
$27K ﹤0.01%
128
561
$27K ﹤0.01%
682
+8
562
$26.8K ﹤0.01%
134
-4
563
$26.8K ﹤0.01%
190
+8
564
$26.7K ﹤0.01%
290
+25
565
$26.5K ﹤0.01%
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-103
566
$26.5K ﹤0.01%
306
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567
$26.3K ﹤0.01%
737
+4
568
$26.2K ﹤0.01%
1,041
569
$26.1K ﹤0.01%
193
-27
570
$26K ﹤0.01%
517
-1,597
571
$26K ﹤0.01%
1,134
-351
572
$25.9K ﹤0.01%
133
+25
573
$25.9K ﹤0.01%
262
+31
574
$25.9K ﹤0.01%
610
-49
575
$25.9K ﹤0.01%
520
21 22
23
24 25