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
$162M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.66M
3 +$1.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$337K
5
TSLA icon
Tesla
TSLA
+$314K

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
1051
$0 ﹤0.01%
+4
1052
$0 ﹤0.01%
+13
1053
$0 ﹤0.01%
+5
1054
$0 ﹤0.01%
3
1055
$0 ﹤0.01%
9
1056
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