AWM

AllSquare Wealth Management Portfolio holdings

AUM $189M
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$143K
3 +$121K
4
AAPL icon
Apple
AAPL
+$82.5K
5
HD icon
Home Depot
HD
+$58K

Sector Composition

1 Financials 3.6%
2 Healthcare 2.87%
3 Industrials 2.79%
4 Communication Services 2.69%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8K 0.01%
65
227
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226
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4,112
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$6K 0.01%
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50
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118