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
776
$11.7K ﹤0.01%
207
+10
777
$11.7K ﹤0.01%
302
778
$11.7K ﹤0.01%
219
779
$11.5K ﹤0.01%
106
+2
780
$11.5K ﹤0.01%
79
-2
781
$11.5K ﹤0.01%
24
+6
782
$11.5K ﹤0.01%
85
783
$11.5K ﹤0.01%
49
784
$11.5K ﹤0.01%
130
+3
785
$11.4K ﹤0.01%
584
786
$11.4K ﹤0.01%
615
-33
787
$11.3K ﹤0.01%
1,319
-1
788
$11.2K ﹤0.01%
184
-33
789
$11K ﹤0.01%
621
+116
790
$11K ﹤0.01%
365
+41
791
$11K ﹤0.01%
150
+3
792
$10.9K ﹤0.01%
230
793
$10.9K ﹤0.01%
398
+2
794
$10.7K ﹤0.01%
24
795
$10.7K ﹤0.01%
393
-540
796
$10.7K ﹤0.01%
133
-50
797
$10.7K ﹤0.01%
279
-572
798
$10.5K ﹤0.01%
158
-3
799
$10.5K ﹤0.01%
88
-31
800
$10.5K ﹤0.01%
146
30 31
32
33 34