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
1326
$1.5K ﹤0.01%
27
1327
$1.49K ﹤0.01%
+43
1328
$1.48K ﹤0.01%
96
1329
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8
1330
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1331
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1332
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1334
$1.44K ﹤0.01%
16
-3
1335
$1.44K ﹤0.01%
147
+63
1336
$1.44K ﹤0.01%
17
+3
1337
$1.42K ﹤0.01%
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1338
$1.41K ﹤0.01%
100
1339
$1.38K ﹤0.01%
331
1340
$1.37K ﹤0.01%
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$1.37K ﹤0.01%
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$1.37K ﹤0.01%
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1343
$1.36K ﹤0.01%
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1344
$1.36K ﹤0.01%
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1345
$1.36K ﹤0.01%
59
-207
1346
$1.36K ﹤0.01%
18
1347
$1.34K ﹤0.01%
29
+1
1348
$1.32K ﹤0.01%
58
1349
$1.32K ﹤0.01%
4
-15
1350
$1.32K ﹤0.01%
14
52 53
54
55 56