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
$171M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.82%
2 Financials 4.05%
3 Healthcare 3.95%
4 Communication Services 3.19%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$2K ﹤0.01%
9
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120
478
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40
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13
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65
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83
487
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38
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150
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37
491
-840
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3