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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
$138M
AUM Growth
-$8.61M
(-5.9%)
Holding
546
Top Buys
| 1 | +$537K | |
| 2 | +$482K | |
| 3 | +$379K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$321K |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$310K |
Top Sells
| 1 | +$759K | |
| 2 | +$243K | |
| 3 | +$230K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$214K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$206K |
Sector Composition
| 1 | Technology | 6.37% |
| 2 | Healthcare | 3.7% |
| 3 | Financials | 3.47% |
| 4 | Communication Services | 1.83% |
| 5 | Industrials | 1.63% |