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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
676
$1K ﹤0.01%
9
677
$1K ﹤0.01%
+4
678
$1K ﹤0.01%
17
-16
679
$1K ﹤0.01%
28
-21
680
$1K ﹤0.01%
8
681
$1K ﹤0.01%
37
+6
682
$1K ﹤0.01%
16
+5
683
$1K ﹤0.01%
16
+5
684
$1K ﹤0.01%
10
-55
685
$1K ﹤0.01%
19
686
$1K ﹤0.01%
+112
687
$1K ﹤0.01%
48
688
$1K ﹤0.01%
25
689
$1K ﹤0.01%
30
690
$1K ﹤0.01%
+6
691
$1K ﹤0.01%
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692
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+25
693
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8
694
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5
695
$1K ﹤0.01%
7
696
$1K ﹤0.01%
+23
697
$1K ﹤0.01%
+25
698
$1K ﹤0.01%
16
699
$1K ﹤0.01%
+70
700
$1K ﹤0.01%
22
+12
26 27
28
29 30