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GWS
Glassman Wealth Services Portfolio holdings
AUM
$736M
1-Year Est. Return
17.99%
This Fund
S&P 500
1 Year Est. Return
+17.99%
AUM
$471M
AUM Growth
-$15.2M
(-3.1%)
Holding
2,119
Top Buys
| 1 | +$5.19M | |
| 2 | +$2.68M | |
| 3 | +$1.58M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.31M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$876K |
Top Sells
| 1 | +$2.16M | |
| 2 | +$1.6M | |
| 3 | +$706K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$340K |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$209K |
Sector Composition
| 1 | Consumer Discretionary | 10.01% |
| 2 | Technology | 9.4% |
| 3 | Industrials | 6.15% |
| 4 | Financials | 3.43% |
| 5 | Healthcare | 3.14% |