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
$133M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.21M
3 +$646K
4
VZ icon
Verizon
VZ
+$272K
5
SPG icon
Simon Property Group
SPG
+$240K

Sector Composition

1 Technology 4.33%
2 Financials 3.38%
3 Communication Services 3.03%
4 Healthcare 2.65%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K 0.01%
+100
352
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100
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708
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363
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127
-6
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365
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40
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368
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408
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750
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371
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+16
374
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375
$6K ﹤0.01%
524