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
1301
$1.64K ﹤0.01%
30
1302
$1.64K ﹤0.01%
7
1303
$1.64K ﹤0.01%
26
+10
1304
$1.63K ﹤0.01%
6
1305
$1.62K ﹤0.01%
41
+12
1306
$1.6K ﹤0.01%
7
-1
1307
$1.59K ﹤0.01%
1,793
-161
1308
$1.57K ﹤0.01%
95
1309
$1.57K ﹤0.01%
21
1310
$1.57K ﹤0.01%
173
-60
1311
$1.56K ﹤0.01%
19
1312
$1.55K ﹤0.01%
118
-34
1313
$1.55K ﹤0.01%
24
1314
$1.54K ﹤0.01%
42
1315
$1.54K ﹤0.01%
14
-67
1316
$1.53K ﹤0.01%
60
+6
1317
$1.53K ﹤0.01%
+121
1318
$1.52K ﹤0.01%
22
1319
$1.52K ﹤0.01%
165
1320
$1.52K ﹤0.01%
35
+18
1321
$1.52K ﹤0.01%
10
1322
$1.51K ﹤0.01%
14
+3
1323
$1.51K ﹤0.01%
34
1324
$1.51K ﹤0.01%
65
1325
$1.5K ﹤0.01%
42
51 52
53
54 55