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
951
$6.09K ﹤0.01%
195
-7
952
$6.08K ﹤0.01%
52
-36
953
$6.04K ﹤0.01%
19
954
$6.02K ﹤0.01%
264
-321
955
$5.96K ﹤0.01%
98
956
$5.93K ﹤0.01%
247
957
$5.91K ﹤0.01%
82
958
$5.91K ﹤0.01%
363
+29
959
$5.88K ﹤0.01%
38
960
$5.88K ﹤0.01%
323
-48
961
$5.82K ﹤0.01%
1,236
+50
962
$5.78K ﹤0.01%
493
-21
963
$5.75K ﹤0.01%
60
964
$5.69K ﹤0.01%
52
965
$5.69K ﹤0.01%
160
+106
966
$5.68K ﹤0.01%
159
-2
967
$5.63K ﹤0.01%
849
-51
968
$5.61K ﹤0.01%
56
+27
969
$5.61K ﹤0.01%
91
-39
970
$5.56K ﹤0.01%
71
-124
971
$5.54K ﹤0.01%
139
-312
972
$5.53K ﹤0.01%
310
+134
973
$5.52K ﹤0.01%
18
974
$5.51K ﹤0.01%
+125
975
$5.5K ﹤0.01%
62
37 38
39
40 41