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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
601
$1K ﹤0.01%
44
602
$1K ﹤0.01%
12
-24
603
$1K ﹤0.01%
31
+26
604
$1K ﹤0.01%
16
605
$1K ﹤0.01%
2
606
$1K ﹤0.01%
+33
607
$1K ﹤0.01%
66
+47
608
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+4
609
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169
+123
610
$1K ﹤0.01%
31
611
$1K ﹤0.01%
26
+8
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$1K ﹤0.01%
13
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613
$1K ﹤0.01%
19
614
$1K ﹤0.01%
+33
615
$1K ﹤0.01%
6
-148
616
$1K ﹤0.01%
+10
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$1K ﹤0.01%
6
618
$1K ﹤0.01%
96
619
$1K ﹤0.01%
36
+6
620
$1K ﹤0.01%
+73
621
$1K ﹤0.01%
52
622
$1K ﹤0.01%
32
623
$1K ﹤0.01%
+297
624
$1K ﹤0.01%
13
625
$1K ﹤0.01%
83
23 24
25
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