AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
+0.38%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.39%
Holding
325
New
325
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.78% |
| 2 | Industrials | 3.05% |
| 3 | Healthcare | 2.82% |
| 4 | Communication Services | 2.32% |
| 5 | Energy | 2.29% |
