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
$126M
AUM Growth
-$715K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.12%
2 Technology 2.73%
3 Communication Services 2.58%
4 Healthcare 2.46%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-400
427
$0 ﹤0.01%
5
428
-117
429
-94
430
-300
431
$0 ﹤0.01%
40
432
$0 ﹤0.01%
16
433
-815
434
$0 ﹤0.01%
+2