GWS

Glassman Wealth Services Portfolio holdings

AUM $653M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
-$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,984
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.17M
3
+$2.09M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.33M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$871K

Top Sells

1
+$36.2M
2
+$31.1M
3
+$29.2M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
TSLA icon
Tesla
TSLA
+$9.34M

Sector Composition

1 Real Estate 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
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1777
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1778
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1779
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1781
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1783
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1784
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1785
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1786
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1787
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1789
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1790
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1792
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1793
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1795
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1797
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1798
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1799
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-63
1800
– –
-27
70 71
72
73 74