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
$172M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$99.4K
2 +$61.1K
3 +$28.6K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$15.1K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5K

Sector Composition

1 Materials 0.15%
2 Financials 0.1%
3 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$230K 0.13%
+7,733
27
$177K 0.1%
14,125
28
$61K 0.04%
10,428