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
$121M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.26%
2 Healthcare 3.15%
3 Communication Services 2.84%
4 Technology 2.71%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K 0.01%
66
327
$9K 0.01%
94
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175
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331
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332
$9K 0.01%
110
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50
334
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335
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62
336
$8K 0.01%
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337
$8K 0.01%
276
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698
339
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100
340
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341
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342
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331
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349
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350
$7K 0.01%
100