We are live on ! Find out more
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
801
– –
-4
802
$0 ﹤0.01%
+18
803
$0 ﹤0.01%
+24
804
$0 ﹤0.01%
7
+6
805
$0 ﹤0.01%
4
806
$0 ﹤0.01%
1
807
$0 ﹤0.01%
+9
808
$0 ﹤0.01%
12
809
– –
-7
810
$0 ﹤0.01%
13
-3
811
$0 ﹤0.01%
+8
812
$0 ﹤0.01%
+10
813
$0 ﹤0.01%
6
814
$0 ﹤0.01%
4
815
$0 ﹤0.01%
+7
816
$0 ﹤0.01%
7
-12
817
– –
-624
818
– –
-6
819
$0 ﹤0.01%
27
820
$0 ﹤0.01%
3
821
$0 ﹤0.01%
+5
822
$0 ﹤0.01%
3
823
$0 ﹤0.01%
+8
824
$0 ﹤0.01%
+6
825
$0 ﹤0.01%
9
31 32
33
34 35