We are live on
!
Find out more
AWM
AllSquare Wealth Management Portfolio holdings
AUM
$189M
1-Year Est. Return
14.89%
This Fund
S&P 500
1 Year Est. Return
+14.89%
AUM
$126M
AUM Growth
-$715K
(-0.56%)
Holding
434
Top Buys
| 1 | +$765K | |
| 2 | +$559K | |
| 3 | +$314K | |
| 4 |
AGND
WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund
AGND
|
+$295K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$188K |
Top Sells
| 1 | +$316K | |
| 2 | +$311K | |
| 3 | +$250K | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$174K |
| 5 |
CMDT
iShares Commodity Optimized Trust
CMDT
|
+$118K |
Sector Composition
| 1 | Financials | 4.12% |
| 2 | Technology | 2.73% |
| 3 | Communication Services | 2.58% |
| 4 | Healthcare | 2.46% |
| 5 | Industrials | 2.27% |