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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
$475M
AUM Growth
-$3.1M
(-0.65%)
Holding
1,925
Top Buys
| 1 | +$2.61M | |
| 2 | +$1.5M | |
| 3 | +$1.45M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.35M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.12M |
Top Sells
| 1 | +$7.8M | |
| 2 | +$3.15M | |
| 3 | +$487K | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$449K |
| 5 |
NLSN
Nielsen Holdings plc
NLSN
|
+$294K |
Sector Composition
| 1 | Consumer Discretionary | 10.55% |
| 2 | Technology | 9.91% |
| 3 | Industrials | 7.15% |
| 4 | Financials | 3.64% |
| 5 | Communication Services | 2.87% |