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
$121M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Sector Composition

1 Financials 4.26%
2 Healthcare 3.15%
3 Communication Services 2.84%
4 Technology 2.71%
5 Energy 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$2K ﹤0.01%
12
427
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428
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151
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37
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$1K ﹤0.01%
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95
434
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15
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24
436
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25
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38
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25
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+81
441
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34
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100
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15
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65
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33
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27
450
$1K ﹤0.01%
52