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
$146M
AUM Growth
+$7.51M
(+5.4%)
Cap. Flow
-$676K
Cap. Flow
% of AUM
-0.46%
Top 10 Holdings %
Top 10 Hldgs %
58.7%
Holding
543
New
9
Increased
36
Reduced
47
Closed
8
Top Buys
| 1 |
Medtronic
MDT
|
$284K |
| 2 |
ON Semiconductor
ON
|
$153K |
| 3 |
Shell
SHEL
|
$137K |
| 4 |
Johnson & Johnson
JNJ
|
$97.2K |
| 5 |
Microsoft
MSFT
|
$95.9K |
Top Sells
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Healthcare | 4.05% |
| 3 | Financials | 3.81% |
| 4 | Industrials | 1.91% |
| 5 | Energy | 1.78% |
