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
1251
$1.96K ﹤0.01%
+72
1252
$1.96K ﹤0.01%
41
1253
$1.96K ﹤0.01%
111
+45
1254
$1.95K ﹤0.01%
8
+1
1255
$1.95K ﹤0.01%
49
1256
$1.94K ﹤0.01%
+65
1257
$1.94K ﹤0.01%
33
-6
1258
$1.93K ﹤0.01%
665
-32
1259
$1.92K ﹤0.01%
32
+5
1260
$1.92K ﹤0.01%
27
1261
$1.91K ﹤0.01%
33
1262
$1.91K ﹤0.01%
259
-383
1263
$1.91K ﹤0.01%
33
1264
$1.9K ﹤0.01%
43
1265
$1.9K ﹤0.01%
32
1266
$1.9K ﹤0.01%
15
1267
$1.88K ﹤0.01%
34
+28
1268
$1.87K ﹤0.01%
14
1269
$1.85K ﹤0.01%
80
+77
1270
$1.85K ﹤0.01%
6
+4
1271
$1.84K ﹤0.01%
13
1272
$1.83K ﹤0.01%
+58
1273
$1.83K ﹤0.01%
24
1274
$1.82K ﹤0.01%
49
1275
$1.82K ﹤0.01%
9
+5
49 50
51
52 53