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
1276
$1.81K ﹤0.01%
58
1277
$1.81K ﹤0.01%
+444
1278
$1.8K ﹤0.01%
58
-54
1279
$1.8K ﹤0.01%
138
-45
1280
$1.79K ﹤0.01%
274
1281
$1.78K ﹤0.01%
169
1282
$1.77K ﹤0.01%
84
-218
1283
$1.77K ﹤0.01%
+20
1284
$1.76K ﹤0.01%
537
1285
$1.75K ﹤0.01%
72
-40
1286
$1.74K ﹤0.01%
8
-1
1287
$1.73K ﹤0.01%
30
1288
$1.72K ﹤0.01%
79
+10
1289
$1.71K ﹤0.01%
14
1290
$1.71K ﹤0.01%
167
1291
$1.7K ﹤0.01%
50
1292
$1.7K ﹤0.01%
114
1293
$1.69K ﹤0.01%
+23
1294
$1.69K ﹤0.01%
13
1295
$1.68K ﹤0.01%
59
1296
$1.67K ﹤0.01%
112
-360
1297
$1.67K ﹤0.01%
172
+11
1298
$1.67K ﹤0.01%
71
+60
1299
$1.65K ﹤0.01%
202
+102
1300
$1.65K ﹤0.01%
34
50 51
52
53 54