AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
+2.87%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$127M
AUM Growth
+$4.86M
(+4%)
Cap. Flow
+$1.88M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
66.31%
Holding
409
New
26
Increased
48
Reduced
72
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$130K |
| 2 |
CVS Health
CVS
|
$120K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$108K |
| 4 |
AT&T
T
|
$99.8K |
| 5 |
GE Aerospace
GE
|
$88.7K |
Sector Composition
| 1 | Financials | 4.14% |
| 2 | Communication Services | 2.83% |
| 3 | Industrials | 2.68% |
| 4 | Healthcare | 2.44% |
| 5 | Technology | 2.36% |
