AWP
Astra Wealth Partners Portfolio holdings
AUM
$124M
1 Year Est. Return
–
AUM
$105M
AUM Growth
-$1.3M
(-1.2%)
Holding
77
Top Buys
| 1 | +$455K | |
| 2 | +$342K | |
| 3 | +$220K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$205K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$205K |
Top Sells
| 1 | +$507K | |
| 2 | +$471K | |
| 3 | +$441K | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$282K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$243K |
Sector Composition
| 1 | Technology | 4.29% |
| 2 | Communication Services | 1.6% |
| 3 | Financials | 0.7% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Healthcare | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Direxion Daily Small Cap Bear 3x Shares
TZA
$320M
| – | – |
0
|
|
||
77
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
| – | – |
0
|
|