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
1426
$1.02K ﹤0.01%
127
+88
1427
$1.02K ﹤0.01%
30
+23
1428
$1.02K ﹤0.01%
27
+1
1429
$1K ﹤0.01%
36
1430
$1K ﹤0.01%
8
1431
$1K ﹤0.01%
30
1432
$999 ﹤0.01%
43
1433
$998 ﹤0.01%
20
1434
$997 ﹤0.01%
17
1435
$992 ﹤0.01%
19
1436
$989 ﹤0.01%
99
1437
$986 ﹤0.01%
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1438
$983 ﹤0.01%
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1439
$982 ﹤0.01%
48
1440
$980 ﹤0.01%
63
1441
$976 ﹤0.01%
6
1442
$974 ﹤0.01%
30
1443
$973 ﹤0.01%
+256
1444
$971 ﹤0.01%
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1445
$968 ﹤0.01%
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1446
$967 ﹤0.01%
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1447
$961 ﹤0.01%
29
+8
1448
$951 ﹤0.01%
+15
1449
$950 ﹤0.01%
9
1450
$950 ﹤0.01%
96
56 57
58
59 60