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
$97.5M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$143K
3 +$121K
4
AAPL icon
Apple
AAPL
+$82.5K
5
WPC icon
W.P. Carey
WPC
+$58K

Sector Composition

1 Financials 3.6%
2 Healthcare 2.87%
3 Industrials 2.79%
4 Communication Services 2.69%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-23
352
$0 ﹤0.01%
3
-17