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
1176
$2.53K ﹤0.01%
31
-694
1177
$2.52K ﹤0.01%
23
1178
$2.49K ﹤0.01%
114
1179
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+103
1180
$2.48K ﹤0.01%
52
+24
1181
$2.47K ﹤0.01%
71
+7
1182
$2.46K ﹤0.01%
22
1183
$2.46K ﹤0.01%
25
-3
1184
$2.45K ﹤0.01%
27
1185
$2.45K ﹤0.01%
21
1186
$2.44K ﹤0.01%
60
-33
1187
$2.41K ﹤0.01%
34
1188
$2.41K ﹤0.01%
+55
1189
$2.4K ﹤0.01%
63
+3
1190
$2.39K ﹤0.01%
29
-3
1191
$2.38K ﹤0.01%
66
+15
1192
$2.38K ﹤0.01%
153
+36
1193
$2.36K ﹤0.01%
+355
1194
$2.34K ﹤0.01%
24
1195
$2.34K ﹤0.01%
156
1196
$2.31K ﹤0.01%
66
-11
1197
$2.3K ﹤0.01%
25
-35
1198
$2.3K ﹤0.01%
100
1199
$2.29K ﹤0.01%
23
1200
$2.29K ﹤0.01%
67
+15
46 47
48
49 50