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
$174M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$453K
2 +$394K
3 +$221K
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$214K
5
NVDA icon
NVIDIA
NVDA
+$184K

Sector Composition

1 Technology 8.21%
2 Financials 4.7%
3 Healthcare 2.86%
4 Communication Services 2.69%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-200