AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
+3.74%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$154M
AUM Growth
-$709K
(-0.46%)
Cap. Flow
-$425K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
57.46%
Holding
575
New
16
Increased
31
Reduced
52
Closed
9
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$211K |
| 2 |
Eli Lilly
LLY
|
$117K |
| 3 |
Novo Nordisk
NVO
|
$101K |
| 4 |
Perion Network
PERI
|
$66.2K |
| 5 |
Capri Holdings
CPRI
|
$47.5K |
Top Sells
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Healthcare | 3.75% |
| 3 | Financials | 3.6% |
| 4 | Communication Services | 1.96% |
| 5 | Industrials | 1.81% |
