GWS

Glassman Wealth Services Portfolio holdings

AUM $741M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$5.02M
3
+$3.45M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$3.17M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.35M

Top Sells

1
+$909K
2
+$359K
3
+$242K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$212K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$157K

Sector Composition

1 Industrials 4.91%
2 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
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