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
1351
$1.31K ﹤0.01%
+3
1352
$1.31K ﹤0.01%
62
+20
1353
$1.29K ﹤0.01%
48
-7
1354
$1.28K ﹤0.01%
114
-119
1355
$1.28K ﹤0.01%
26
1356
$1.27K ﹤0.01%
45
+34
1357
$1.27K ﹤0.01%
22
+11
1358
$1.26K ﹤0.01%
24
1359
$1.26K ﹤0.01%
61
-45
1360
$1.26K ﹤0.01%
4
+2
1361
$1.26K ﹤0.01%
39
1362
$1.26K ﹤0.01%
28
1363
$1.25K ﹤0.01%
+713
1364
$1.25K ﹤0.01%
41
1365
$1.24K ﹤0.01%
50
1366
$1.24K ﹤0.01%
540
1367
$1.24K ﹤0.01%
15
-1,200
1368
$1.22K ﹤0.01%
106
1369
$1.22K ﹤0.01%
+405
1370
$1.22K ﹤0.01%
49
1371
$1.22K ﹤0.01%
6
+2
1372
$1.22K ﹤0.01%
15
-11
1373
$1.22K ﹤0.01%
101
+43
1374
$1.2K ﹤0.01%
113
1375
$1.2K ﹤0.01%
35
+10
53 54
55
56 57