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
$174M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$453K
2 +$394K
3 +$221K
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$214K
5
NVDA icon
NVIDIA
NVDA
+$184K

Sector Composition

1 Technology 8.21%
2 Financials 4.7%
3 Healthcare 2.86%
4 Communication Services 2.69%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$13.3K 0.01%
700
352
$13.1K 0.01%
350
353
$13.1K 0.01%
104
354
$13.1K 0.01%
21
355
$13K 0.01%
1,872
356
$12.9K 0.01%
400
357
$12.8K 0.01%
2,040
358
$12.7K 0.01%
200
359
$12.6K 0.01%
250
360
$12.4K 0.01%
116
361
$12.3K 0.01%
300
362
$11.9K 0.01%
197
+2
363
$11.7K 0.01%
246
364
$11.6K 0.01%
61
365
$11.3K 0.01%
358
366
$11K 0.01%
160
367
$10.9K 0.01%
45
368
$10.9K 0.01%
1,250
369
$10.7K 0.01%
200
370
$10.7K 0.01%
500
371
$10.6K 0.01%
155
372
$10.5K 0.01%
100
373
$10.4K 0.01%
317
374
$10.4K 0.01%
+230
375
$10.3K 0.01%
303