AWM

AllSquare Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 13.32%
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$581K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.34%
2 Communication Services 3.23%
3 Financials 2.97%
4 Industrials 2.77%
5 Technology 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K 0.01%
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$6K 0.01%
144
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224
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$6K 0.01%
544
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102
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235
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100
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325
+230
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$6K 0.01%
73
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67
239
$6K 0.01%
392
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$6K 0.01%
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241
$5K 0.01%
511
242
$5K 0.01%
4,000
243
$5K 0.01%
375
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100
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31
250
$5K 0.01%
70
+1