AWM
AllSquare Wealth Management Portfolio holdings
AUM
$189M
1-Year Est. Return
14.89%
1 Year Est. Return
+14.89%
AUM
$189M
AUM Growth
+$11.3M
(+6.4%)
Holding
554
Top Buys
| 1 | +$396K | |
| 2 | +$230K | |
| 3 | +$200K | |
| 4 |
Eli Lilly
LLY
|
+$153K |
| 5 |
CRH
CRH
|
+$86.9K |
Top Sells
| 1 | +$235K | |
| 2 | +$201K | |
| 3 | +$178K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$173K |
| 5 |
GE Vernova
GEV
|
+$68.9K |
Sector Composition
| 1 | Technology | 8.92% |
| 2 | Financials | 5.04% |
| 3 | Communication Services | 2.86% |
| 4 | Healthcare | 2.75% |
| 5 | Industrials | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Synopsys
SNPS
$97.5B
| – | – |
-99
|
|
||
552
T-Mobile US
TMUS
$207B
| – | – |
-209
|
|
||
553
Weatherford International
WFRD
$6.39B
| – | – |
-1,194
|
|
||
|
JMTG
554
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.48B
| – | – |
-160
|
|