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
$153M
AUM Growth
-$493K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$439K
3 +$163K
4
SHEL icon
Shell
SHEL
+$129K
5
PERI icon
Perion Network
PERI
+$104K

Sector Composition

1 Technology 8.36%
2 Financials 3.6%
3 Healthcare 3.51%
4 Communication Services 2.01%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-708