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
1401
$1.1K ﹤0.01%
1,000
1402
$1.1K ﹤0.01%
25
1403
$1.1K ﹤0.01%
35
+4
1404
$1.1K ﹤0.01%
+210
1405
$1.09K ﹤0.01%
21
+17
1406
$1.09K ﹤0.01%
32
1407
$1.09K ﹤0.01%
98
-273
1408
$1.09K ﹤0.01%
17
+9
1409
$1.09K ﹤0.01%
78
1410
$1.08K ﹤0.01%
32
1411
$1.08K ﹤0.01%
25
-1
1412
$1.08K ﹤0.01%
8
+7
1413
$1.07K ﹤0.01%
42
+3
1414
$1.07K ﹤0.01%
74
1415
$1.06K ﹤0.01%
73
1416
$1.05K ﹤0.01%
36
1417
$1.05K ﹤0.01%
5
1418
$1.04K ﹤0.01%
25
1419
$1.04K ﹤0.01%
64
1420
$1.03K ﹤0.01%
55
1421
$1.03K ﹤0.01%
34
1422
$1.03K ﹤0.01%
+120
1423
$1.03K ﹤0.01%
236
-254
1424
$1.03K ﹤0.01%
138
-4
1425
$1.02K ﹤0.01%
9
55 56
57
58 59