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GWS

Glassman Wealth Services Portfolio holdings

AUM $736M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.98M
3
+$1.86M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.55M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$569K

Top Sells

1
+$450K
2
+$317K
3
+$229K
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$126K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$116K

Sector Composition

1 Industrials 5.77%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
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