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
$154M
AUM Growth
-$709K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1 +$211K
2 +$117K
3 +$101K
4
PERI icon
Perion Network
PERI
+$66.2K
5
CPRI icon
Capri Holdings
CPRI
+$47.5K

Sector Composition

1 Technology 8.53%
2 Healthcare 3.75%
3 Financials 3.6%
4 Communication Services 1.96%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$426 ﹤0.01%
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3