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
$161M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1 +$819K
2 +$805K
3 +$408K
4
AVXL icon
Anavex Life Sciences
AVXL
+$241K
5
AAPL icon
Apple
AAPL
+$184K

Sector Composition

1 Technology 4.58%
2 Financials 4.04%
3 Healthcare 3.68%
4 Communication Services 3.18%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$30K 0.02%
576
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$30K 0.02%
655
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$29K 0.02%
472
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$29K 0.02%
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$28K 0.02%
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+14
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785
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$27K 0.02%
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$27K 0.02%
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$27K 0.02%
199
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$27K 0.02%
36
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$26K 0.02%
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$26K 0.02%
315
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$26K 0.02%
2,209
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$24K 0.01%
1,297
+847
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$23K 0.01%
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1,700
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$22K 0.01%
338
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$22K 0.01%
181