GWS
Glassman Wealth Services Portfolio holdings
AUM
$653M
This Quarter Return
-3.85%
1 Year Return
+13.44%
3 Year Return
+61.55%
5 Year Return
+112.19%
10 Year Return
+192.28%
AUM
$548M
AUM Growth
+$548M
(+0.8%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
67.51%
Holding
2,094
New
254
Increased
810
Reduced
336
Closed
269
Top Buys
| 1 |
Tesla
TSLA
|
$9.89M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$5.44M |
| 3 |
Apple
AAPL
|
$3.17M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.4M |
| 5 |
Amazon
AMZN
|
$2.16M |
Top Sells
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Consumer Discretionary | 10.59% |
| 3 | Industrials | 5.77% |
| 4 | Financials | 3.59% |
| 5 | Healthcare | 2.85% |
