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
$101M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$617K
3 +$448K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$350K
5
GSK icon
GSK
GSK
+$134K

Sector Composition

1 Communication Services 3.39%
2 Healthcare 3.32%
3 Financials 3.27%
4 Industrials 2.84%
5 Technology 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-264
327
-35
328
$0 ﹤0.01%
3
329
$0 ﹤0.01%
31
330
-700
331
-500
332
-400