ASW

Astoria Strategic Wealth Portfolio holdings

AUM $370M
1-Year Est. Return 9.74%
This Quarter Est. Return
1 Year Est. Return
+9.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$471K 0.34%
+11,480
27
$397K 0.28%
+4,736
28
$327K 0.23%
+4,724
29
$309K 0.22%
+3,830
30
$237K 0.17%
+6,291
31
$215K 0.15%
+2,009
32
$86K 0.06%
+10,428