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AWM

AllSquare Wealth Management Portfolio holdings

AUM $189M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$701K
3
+$495K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$418K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282K

Top Sells

1
+$1.21M
2
+$600K
3
+$599K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$315K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$178K

Sector Composition

1 Financials 4.72%
2 Technology 3.25%
3 Healthcare 3.14%
4 Communication Services 2.91%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.02%
532
252
$23K 0.02%
515
-80
253
$23K 0.02%
368
-58
254
$23K 0.02%
599
255
$23K 0.02%
1,290
-925
256
$23K 0.02%
930
257
$23K 0.02%
95
258
$22K 0.02%
345
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259
$22K 0.02%
787
260
$22K 0.02%
1,430
261
$22K 0.02%
600
-600
262
$22K 0.02%
461
263
$22K 0.02%
102
264
$21K 0.02%
121
265
$21K 0.02%
123
-18
266
$21K 0.02%
192
-24
267
$21K 0.02%
239
268
$21K 0.02%
500
269
$21K 0.02%
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270
$21K 0.02%
1,084
271
$21K 0.02%
180
272
$20K 0.01%
434
273
$20K 0.01%
444
+270
274
$20K 0.01%
200
275
$20K 0.01%
+556
9 10
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