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
826
$9.9K ﹤0.01%
397
-791
827
$9.89K ﹤0.01%
969
-44
828
$9.8K ﹤0.01%
664
-51
829
$9.75K ﹤0.01%
1,154
-3,692
830
$9.74K ﹤0.01%
286
+15
831
$9.66K ﹤0.01%
195
-33
832
$9.64K ﹤0.01%
118
-2
833
$9.62K ﹤0.01%
77
+5
834
$9.6K ﹤0.01%
72
-2
835
$9.59K ﹤0.01%
56
+30
836
$9.58K ﹤0.01%
1,165
+755
837
$9.56K ﹤0.01%
43
+19
838
$9.55K ﹤0.01%
+358
839
$9.43K ﹤0.01%
284
-18
840
$9.39K ﹤0.01%
120
+7
841
$9.31K ﹤0.01%
129
+3
842
$9.24K ﹤0.01%
161
-44
843
$9.24K ﹤0.01%
500
844
$9.23K ﹤0.01%
151
-1
845
$9.17K ﹤0.01%
175
-6
846
$9.16K ﹤0.01%
66
+6
847
$9.14K ﹤0.01%
110
848
$9.1K ﹤0.01%
71
+15
849
$9.1K ﹤0.01%
246
+18
850
$9.05K ﹤0.01%
163
+77
32 33
34
35 36