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
$137M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.43%
2 Financials 3.38%
3 Communication Services 3.08%
4 Healthcare 2.89%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$11K 0.01%
100
327
$11K 0.01%
412
-24
328
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110
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700
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200
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$10K 0.01%
338
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100
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$10K 0.01%
335
335
$10K 0.01%
350
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$9K 0.01%
33
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100
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$9K 0.01%
492
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198
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$9K 0.01%
44
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291
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$9K 0.01%
75
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$8K 0.01%
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$8K 0.01%
100
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$8K 0.01%
100
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$8K 0.01%
220