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
1226
$2.12K ﹤0.01%
108
1227
$2.11K ﹤0.01%
151
+76
1228
$2.1K ﹤0.01%
200
-67
1229
$2.09K ﹤0.01%
37
+3
1230
$2.09K ﹤0.01%
326
-73
1231
$2.08K ﹤0.01%
34
1232
$2.07K ﹤0.01%
36
+6
1233
$2.07K ﹤0.01%
168
+105
1234
$2.06K ﹤0.01%
79
1235
$2.06K ﹤0.01%
70
1236
$2.06K ﹤0.01%
77
-1,269
1237
$2.05K ﹤0.01%
24
1238
$2.04K ﹤0.01%
65
-13
1239
$2.04K ﹤0.01%
+18
1240
$2.04K ﹤0.01%
114
1241
$2.01K ﹤0.01%
36
1242
$2.01K ﹤0.01%
50
+7
1243
$1.99K ﹤0.01%
14
1244
$1.99K ﹤0.01%
178
1245
$1.98K ﹤0.01%
29
+9
1246
$1.98K ﹤0.01%
25
1247
$1.98K ﹤0.01%
26
+10
1248
$1.97K ﹤0.01%
179
-57
1249
$1.96K ﹤0.01%
313
1250
$1.96K ﹤0.01%
22
+3
48 49
50
51 52