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
851
$9.03K ﹤0.01%
172
-4
852
$9K ﹤0.01%
23
+8
853
$8.99K ﹤0.01%
39
-213
854
$8.96K ﹤0.01%
3,381
+3,287
855
$8.96K ﹤0.01%
232
856
$8.77K ﹤0.01%
870
+9
857
$8.7K ﹤0.01%
729
858
$8.67K ﹤0.01%
177
859
$8.67K ﹤0.01%
154
+43
860
$8.66K ﹤0.01%
211
+3
861
$8.56K ﹤0.01%
499
+180
862
$8.51K ﹤0.01%
106
-344
863
$8.5K ﹤0.01%
+397
864
$8.5K ﹤0.01%
42
+3
865
$8.48K ﹤0.01%
125
+26
866
$8.47K ﹤0.01%
537
-88
867
$8.45K ﹤0.01%
163
+5
868
$8.45K ﹤0.01%
41
869
$8.23K ﹤0.01%
76
-5
870
$8.15K ﹤0.01%
193
871
$8.12K ﹤0.01%
337
-17
872
$8.11K ﹤0.01%
136
873
$8.09K ﹤0.01%
44
-9
874
$7.94K ﹤0.01%
98
-6
875
$7.9K ﹤0.01%
124
+5
33 34
35
36 37