AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
+2.01%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$101M
AUM Growth
+$1.65M
(+1.7%)
Cap. Flow
+$21.2K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
70.62%
Holding
332
New
21
Increased
56
Reduced
48
Closed
19
Top Buys
| 1 |
CMDT
iShares Commodity Optimized Trust
CMDT
|
$2.02M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$617K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$448K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$350K |
| 5 |
GSK
GSK
|
$134K |
Top Sells
Sector Composition
| 1 | Communication Services | 3.39% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 3.27% |
| 4 | Industrials | 2.84% |
| 5 | Technology | 1.94% |
