When you view consolidated accounts (i.e. multiple accounts as one set of data), the Asset Mix widget groups open holdings from each account into different classes and sums the total market values of those holdings to show you what percentage of the accounts’ consolidated portfolio each class makes up at the As of Date set in the Date Selector.
You can click the Resize buttons in the bottom right-hand corner of the widget to enlarge the widget and see the Asset Mix (in both a table and pie chart) for each individual account under the consolidated group you view. This breakdown provides an understanding of how the distribution of open holdings in different portfolios comes together to form the Asset Mix for the consolidated group.
Note: For more information on opening consolidated accounts, see Viewing Accounts under the Sidebar guide.