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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
$712M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.28M
3
+$2.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.6M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.52M

Top Sells

1
+$2.61M
2
+$581K
3
+$371K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$196K
5
ITEQ icon
Amplify BlueStar Israel Technology ETF
ITEQ
+$149K

Sector Composition

1 Industrials 4.92%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$173K 0.02%
2,207
77
$171K 0.02%
2,147
78
$160K 0.02%
2,181
79
$158K 0.02%
6,001
+2,299
80
$153K 0.02%
1,084
81
$148K 0.02%
3,145
+651
82
$141K 0.02%
675
83
$137K 0.02%
1,786
84
$136K 0.02%
1,455
-14
85
$130K 0.02%
5,581
86
$126K 0.02%
3,687
87
$126K 0.02%
3,159
88
$125K 0.02%
2,673
+106
89
$123K 0.02%
889
+524
90
$120K 0.02%
1,769
-107
91
$120K 0.02%
2,054
92
$109K 0.02%
2,856
93
$102K 0.01%
2,224
94
$98.3K 0.01%
2,774
95
$98.2K 0.01%
1,675
-2,670
96
$93.6K 0.01%
1,000
97
$89.6K 0.01%
2,006
-112
98
$82.5K 0.01%
939
99
$82.4K 0.01%
745
100
$79.3K 0.01%
+1,587
2 3
4
5 6