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
$161M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1 +$819K
2 +$805K
3 +$408K
4
AVXL icon
Anavex Life Sciences
AVXL
+$241K
5
AAPL icon
Apple
AAPL
+$184K

Sector Composition

1 Technology 4.58%
2 Financials 4.04%
3 Healthcare 3.68%
4 Communication Services 3.18%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$0 ﹤0.01%
3
502
$0 ﹤0.01%
3
503
-260
504
$0 ﹤0.01%
5
505
-109
506
0
507
$0 ﹤0.01%
1