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AWM

AllSquare Wealth Management Portfolio holdings

AUM $189M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$169K
3
+$133K
4
PLTR icon
Palantir
PLTR
+$115K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$111K

Top Sells

1
+$823K
2
+$634K
3
+$248K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$185K
5
AMD icon
Advanced Micro Devices
AMD
+$174K

Sector Composition

1 Technology 4.82%
2 Financials 3.76%
3 Healthcare 3.56%
4 Communication Services 2.98%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
24
452
$2K ﹤0.01%
75
453
$2K ﹤0.01%
250
454
$2K ﹤0.01%
25
455
$2K ﹤0.01%
48
456
$2K ﹤0.01%
55
457
$2K ﹤0.01%
108
-392
458
$2K ﹤0.01%
10
459
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460
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461
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95
462
$2K ﹤0.01%
9
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$2K ﹤0.01%
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$1K ﹤0.01%
94
465
$1K ﹤0.01%
95
466
$1K ﹤0.01%
27
-1,325
467
$1K ﹤0.01%
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-2
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$1K ﹤0.01%
9
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$1K ﹤0.01%
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470
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471
$1K ﹤0.01%
8
472
$1K ﹤0.01%
1
473
$1K ﹤0.01%
13
474
$1K ﹤0.01%
3
475
$1K ﹤0.01%
65
17 18
19
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