AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
+6.7%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$161M
AUM Growth
+$11.8M
(+7.9%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
61.61%
Holding
507
New
38
Increased
98
Reduced
50
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$819K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$805K |
| 3 |
Bristol-Myers Squibb
BMY
|
$408K |
| 4 |
Anavex Life Sciences
AVXL
|
$241K |
| 5 |
Apple
AAPL
|
$184K |
Top Sells
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Financials | 4.04% |
| 3 | Healthcare | 3.68% |
| 4 | Communication Services | 3.18% |
| 5 | Industrials | 1.9% |
