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
$178M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1 +$294K
2 +$203K
3 +$203K
4
SHEL icon
Shell
SHEL
+$81K
5
TSM icon
TSMC
TSM
+$79.3K

Top Sells

1 +$394K
2 +$300K
3 +$228K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$219K
5
JPM icon
JPMorgan Chase
JPM
+$217K

Sector Composition

1 Technology 8.31%
2 Financials 5%
3 Industrials 2.82%
4 Communication Services 2.69%
5 Healthcare 2.6%