We are live on
!
Find out more
AWM
AllSquare Wealth Management Portfolio holdings
AUM
$189M
1-Year Est. Return
14.89%
This Fund
S&P 500
1 Year Est. Return
+14.89%
AUM
$133M
AUM Growth
+$12.1M
(+10%)
Holding
505
Top Buys
| 1 | +$243K | |
| 2 | +$222K | |
| 3 | +$218K | |
| 4 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
+$185K |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$171K |
Top Sells
| 1 | +$583K | |
| 2 | +$466K | |
| 3 | +$415K | |
| 4 |
AGND
WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund
AGND
|
+$178K |
| 5 |
Micron Technology
MU
|
+$127K |
Sector Composition
| 1 | Financials | 4.38% |
| 2 | Healthcare | 2.98% |
| 3 | Communication Services | 2.91% |
| 4 | Technology | 2.81% |
| 5 | Energy | 2.13% |