AWM
AllSquare Wealth Management Portfolio holdings
AUM
$178M
1-Year Return
13.32%
This Quarter Return
-0.75%
1 Year Return
+13.32%
3 Year Return
+43.24%
5 Year Return
+68.75%
10 Year Return
+108.88%
AUM
$168M
AUM Growth
-$5.48M
(-3.2%)
Cap. Flow
-$3.03M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
54.12%
Holding
554
New
14
Increased
41
Reduced
67
Closed
14
Top Buys
| 1 |
TSMC
TSM
|
$226K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$218K |
| 3 |
Uber
UBER
|
$131K |
| 4 |
Visa
V
|
$72.5K |
| 5 |
Kroger
KR
|
$65.9K |
Top Sells
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 4.96% |
| 3 | Healthcare | 2.9% |
| 4 | Communication Services | 2.58% |
| 5 | Industrials | 2.46% |
