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
$174M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$453K
2 +$394K
3 +$221K
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$214K
5
NVDA icon
NVIDIA
NVDA
+$184K

Sector Composition

1 Technology 8.21%
2 Financials 4.7%
3 Healthcare 2.86%
4 Communication Services 2.69%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$26.2K 0.02%
544
277
$26K 0.02%
112
278
$25.8K 0.01%
200
279
$25.6K 0.01%
151
280
$25.5K 0.01%
200
281
$24.7K 0.01%
550
282
$24.2K 0.01%
525
283
$24.2K 0.01%
317
284
$23.7K 0.01%
321
285
$23.2K 0.01%
94
286
$23.2K 0.01%
273
287
$23.1K 0.01%
175
288
$23K 0.01%
56
289
$22.8K 0.01%
100
290
$22.8K 0.01%
235
291
$22.7K 0.01%
1,500
292
$22.7K 0.01%
300
293
$22.5K 0.01%
100
294
$22.3K 0.01%
513
295
$22.2K 0.01%
105
296
$22.2K 0.01%
1,600
297
$22.1K 0.01%
582
298
$21.5K 0.01%
54
299
$21.5K 0.01%
544
300
$21.5K 0.01%
104