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
$594M
AUM Growth
+$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.86M
3
+$1.83M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$564K

Top Sells

1
+$448K
2
+$317K
3
+$223K
4
FDVV icon
Fidelity High Dividend ETF
FDVV
+$123K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$115K

Sector Composition

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