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
$167M
AUM Growth
-$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$164K
3 +$141K
4
PLTR icon
Palantir
PLTR
+$113K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$109K

Top Sells

1 +$820K
2 +$644K
3 +$249K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$180K
5
AMD icon
Advanced Micro Devices
AMD
+$175K

Sector Composition

1 Technology 4.82%
2 Financials 3.75%
3 Healthcare 3.56%
4 Communication Services 2.98%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17K 0.01%
425
327
$17K 0.01%
1,250
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$17K 0.01%
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110
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334
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136
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$15K 0.01%
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338
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$13K 0.01%
300