AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Est. Return
13.32%
1 Year Est. Return
+13.32%
AUM
$168M
AUM Growth
-$5.48M
(-3.2%)
Holding
554
Top Sells
| 1 | +$581K | |
| 2 | +$365K | |
| 3 | +$346K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$333K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$296K |
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 4.96% |
| 3 | Healthcare | 2.9% |
| 4 | Communication Services | 2.58% |
| 5 | Industrials | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$584M
| – | – |
-2
|
|
||
552
Consolidated Edison
ED
$34.6B
| – | – |
-1,000
|
|
||
553
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$413M
| – | – |
-65
|
|
||
554
General Motors
GM
$72B
| – | – |
-200
|
|