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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
$171M
AUM Growth
+$9.9M
(+6.1%)
Holding
519
Top Buys
| 1 | +$1.94M | |
| 2 | +$371K | |
| 3 | +$220K | |
| 4 |
MPT
Medical Properties Trust
MPT
|
+$197K |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$109K |
Top Sells
| 1 | +$766K | |
| 2 | +$277K | |
| 3 | +$218K | |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$218K |
| 5 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$199K |
Sector Composition
| 1 | Technology | 4.82% |
| 2 | Financials | 4.05% |
| 3 | Healthcare | 3.95% |
| 4 | Communication Services | 3.19% |
| 5 | Industrials | 1.86% |