AWM

AllSquare Wealth Management Portfolio holdings

AUM $178M
This Quarter Return
+9.86%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$133M
AUM Growth
+$133M
Cap. Flow
+$91.6K
Cap. Flow %
0.07%
Top 10 Hldgs %
62.79%
Holding
505
New
29
Increased
75
Reduced
65
Closed
25
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HIG icon
501
Hartford Financial Services
HIG
$37.4B
$0 ﹤0.01%
8
FHN icon
502
First Horizon
FHN
$11.4B
0
FCEL icon
503
FuelCell Energy
FCEL
$91.6M
$0 ﹤0.01%
250
EWJ icon
504
iShares MSCI Japan ETF
EWJ
$15.2B
$0 ﹤0.01%
9
ES icon
505
Eversource Energy
ES
$23.5B
-100
Closed -$7K